CAPTRUST FINANCIAL ADVISORS - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 189 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$267,272
+5.3%
8,630
-0.0%
0.00%0.0%
Q4 2022$253,899
-6.0%
8,633
-16.5%
0.00%
-50.0%
Q3 2022$270,000
-45.6%
10,338
-39.7%
0.00%
-33.3%
Q2 2022$496,000
-62.0%
17,157
-53.7%
0.00%
-62.5%
Q1 2022$1,304,000
+9214.3%
37,079
+10030.9%
0.01%
Q4 2021$14,000
-6.7%
366
-4.4%
0.00%
Q3 2021$15,0000.0%383
-1.3%
0.00%
Q2 2021$15,000
-55.9%
388
-56.8%
0.00%
Q1 2021$34,000
-32.0%
899
-36.8%
0.00%
-100.0%
Q4 2020$50,000
-12.3%
1,422
-31.3%
0.00%0.0%
Q2 2020$57,000
-89.8%
2,071
-92.0%
0.00%
-91.7%
Q1 2020$560,000
-2.1%
25,800
+44.6%
0.01%
+33.3%
Q4 2019$572,000
+14.2%
17,845
+4.7%
0.01%
-50.0%
Q3 2019$501,000
+2.9%
17,050
+6.4%
0.02%0.0%
Q2 2019$487,0000.0%16,030
-0.1%
0.02%
-10.0%
Q1 2019$487,000
+363.8%
16,049
+327.2%
0.02%
+233.3%
Q4 2018$105,000
-18.6%
3,7570.0%0.01%0.0%
Q3 2018$129,000
-16.8%
3,757
-16.7%
0.01%
-33.3%
Q2 2018$155,000
+18.3%
4,512
+20.1%
0.01%
+12.5%
Q1 2018$131,000
-1.5%
3,7570.0%0.01%0.0%
Q4 2017$133,000
+1.5%
3,7570.0%0.01%
+33.3%
Q3 2017$131,0003,7570.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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