West Coast Financial LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 210 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
West Coast Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$371,000
-22.7%
12,807
-6.3%
0.07%
-10.8%
Q1 2022$480,000
-21.3%
13,663
-15.5%
0.07%
-14.9%
Q4 2021$610,000
-3.5%
16,163
-1.6%
0.09%
-14.7%
Q3 2021$632,000
+4.5%
16,433
+5.0%
0.10%
+3.0%
Q2 2021$605,000
+54.7%
15,646
+49.6%
0.10%
+45.6%
Q1 2021$391,000
+79.4%
10,461
+69.7%
0.07%
+61.9%
Q4 2020$218,0000.0%6,165
-7.4%
0.04%
-65.9%
Q3 2014$218,000
-12.8%
6,660
-6.1%
0.12%
-6.8%
Q2 2014$250,000
-5.3%
7,090
-9.0%
0.13%
-1.5%
Q1 2014$264,000
-38.5%
7,790
-39.0%
0.13%
-39.4%
Q4 2013$429,000
+2.6%
12,7800.0%0.22%
-4.3%
Q3 2013$418,000
+13.6%
12,780
+0.1%
0.23%
+14.9%
Q2 2013$368,00012,7650.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 304,394$8,870,0333.01%
CarsonAllaria Wealth Management, Ltd. 126,347$3,681,7592.99%
Eagle Bluffs Wealth Management LLC 89,753$2,615,4022.01%
N.E.W. Advisory Services LLC 437,746$12,755,9181.81%
Annapolis Financial Services, LLC 151,905$4,426,5041.28%
Upper Left Wealth Management, LLC 34,509$1,005,5931.05%
TOBIAS FINANCIAL ADVISORS, INC. 131,215$3,823,6141.00%
Baystate Wealth Management LLC 406,756$11,852,8880.98%
Aspire Private Capital, LLC 92,136$2,684,8520.88%
Resource Planning Group 25,393$737,4590.62%
View complete list of SPDR INDEX SHS FDS shareholders