Baystate Wealth Management LLC - 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
Baystate Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$11,852,888
-0.6%
406,756
+4.1%
0.98%
-0.2%
Q2 2023$11,920,333
+2.6%
390,702
+4.1%
0.98%
-3.3%
Q1 2023$11,619,401
+50003.1%
375,182
-52.4%
1.01%
-52.4%
Q4 2022$23,191
-99.9%
788,533
-17.8%
2.12%
-17.5%
Q3 2022$25,012,000
-9.3%
959,415
+0.7%
2.57%
-3.9%
Q2 2022$27,577,000
-13.9%
953,217
+4.6%
2.68%
-5.3%
Q1 2022$32,035,000
-2.4%
911,119
+4.9%
2.83%
-4.5%
Q4 2021$32,811,000
+3.5%
868,708
+5.4%
2.96%
-5.7%
Q3 2021$31,715,000
+1.0%
824,092
+1.5%
3.14%
+1.1%
Q2 2021$31,398,000
+3.5%
812,147
+0.0%
3.10%
-3.4%
Q1 2021$30,343,000
+3.1%
811,953
-2.3%
3.22%
-4.1%
Q4 2020$29,421,000
-3.4%
830,860
-17.2%
3.35%
-7.9%
Q3 2020$30,461,000
+1.8%
1,003,328
-8.2%
3.64%
+3.9%
Q2 2020$29,908,000
+7.6%
1,093,543
-10.4%
3.50%
-4.7%
Q1 2020$27,804,000
-29.0%
1,221,085
-0.7%
3.67%
-23.0%
Q4 2019$39,166,000
+10.4%
1,229,309
+1.9%
4.77%
+2.1%
Q3 2019$35,465,000
-2.9%
1,206,700
-0.5%
4.67%
-2.4%
Q2 2019$36,525,000
-1.4%
1,212,284
+0.4%
4.79%
-2.4%
Q1 2019$37,056,000
+3.8%
1,207,040
-0.5%
4.90%
-5.8%
Q4 2018$35,693,000
-5.6%
1,213,224
+3.3%
5.20%
-22.1%
Q3 2018$37,806,000
-2.6%
1,174,473
+2.4%
6.68%
+16.1%
Q2 2018$38,813,000
-3.0%
1,146,604
+2.3%
5.75%
-5.1%
Q1 2018$40,015,000
-1.4%
1,120,558
+3.2%
6.06%
+0.5%
Q4 2017$40,579,000
+10.7%
1,086,170
+3.4%
6.03%
-1.3%
Q3 2017$36,653,000
+8.6%
1,050,842
+4.9%
6.10%
+0.9%
Q2 2017$33,739,000
+11.2%
1,001,765
+3.6%
6.05%
+3.6%
Q1 2017$30,348,000967,1025.84%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
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