Resource Planning Group - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 224 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$737,459
-5.3%
25,393
-0.9%
0.62%
-1.0%
Q2 2023$778,873
-8.8%
25,614
-7.4%
0.63%
-9.1%
Q1 2023$854,003
-5.9%
27,661
-10.6%
0.69%
-4.5%
Q4 2022$907,921
+5.4%
30,957
-6.5%
0.73%
-2.9%
Q3 2022$861,000
-10.5%
33,098
-0.7%
0.75%
-6.5%
Q2 2022$962,000
-19.2%
33,322
-1.8%
0.80%
-6.3%
Q1 2022$1,190,000
-7.1%
33,923
-0.2%
0.86%
-0.5%
Q4 2021$1,281,000
-10.4%
33,998
-8.7%
0.86%
-4.4%
Q3 2021$1,430,000
-6.4%
37,246
-6.0%
0.90%
+1.6%
Q2 2021$1,528,000
-2.0%
39,616
-5.3%
0.88%
-13.4%
Q1 2021$1,559,000
+0.6%
41,812
-4.7%
1.02%
-7.3%
Q4 2020$1,550,000
+16.7%
43,871
+0.1%
1.10%
+9.3%
Q3 2020$1,328,000
+11.8%
43,824
+0.7%
1.01%
+13.4%
Q2 2020$1,188,000
-2.3%
43,532
-18.6%
0.89%
-16.0%
Q1 2020$1,216,000
-54.9%
53,478
-36.9%
1.06%
-31.6%
Q4 2019$2,699,0000.0%84,805
-7.7%
1.55%
-2.0%
Q3 2019$2,699,000
-3.3%
91,838
-1.4%
1.58%
-3.7%
Q2 2019$2,790,000
-6.5%
93,170
-5.3%
1.64%
-16.8%
Q1 2019$2,984,000
+13.2%
98,402
+4.3%
1.97%
+0.4%
Q4 2018$2,635,00094,3781.96%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 126,216$4,438,0003.97%
Corrigan Financial, Inc. 343,491$12,077,1403.82%
Baystate Wealth Management LLC 911,119$32,035,0002.83%
N.E.W. Advisory Services LLC 363,118$13,571,0002.57%
Eagle Bluffs Wealth Management LLC 68,246$2,400,0002.32%
Accredited Investors Inc. 713,285$25,079,0002.26%
Annapolis Financial Services, LLC 143,185$5,034,0001.64%
TOBIAS FINANCIAL ADVISORS, INC. 117,633$4,136,0001.43%
Provident Wealth Management, LLC 65,682$2,309,0001.40%
Upper Left Wealth Management, LLC 35,932$1,272,0001.32%
View complete list of SPDR INDEX SHS FDS shareholders