Carlson Capital Management - 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
Carlson Capital Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,972,865
-5.4%
67,703
-0.9%
0.12%
-7.1%
Q2 2023$2,085,267
-1.9%
68,347
-0.4%
0.13%
-8.0%
Q1 2023$2,124,573
-1.1%
68,601
-6.1%
0.14%
-11.6%
Q4 2022$2,148,548
-16.0%
73,055
-25.5%
0.16%
-28.9%
Q3 2022$2,557,000
-32.2%
98,078
-24.7%
0.22%
-34.3%
Q2 2022$3,770,000
-47.1%
130,319
-35.8%
0.33%
-44.3%
Q1 2022$7,132,000
-24.6%
202,851
-19.0%
0.60%
-27.4%
Q4 2021$9,462,000
-12.0%
250,511
-10.4%
0.82%
-28.2%
Q3 2021$10,757,000
-1.9%
279,500
-1.4%
1.14%
-26.0%
Q2 2021$10,964,000
+0.9%
283,595
-2.5%
1.54%
-17.2%
Q1 2021$10,870,000
+1.4%
290,887
-0.8%
1.87%
-5.4%
Q4 2020$10,715,000
+16.8%
293,241
-3.0%
1.97%
-0.6%
Q3 2020$9,175,000
+8.3%
302,214
-0.6%
1.98%
+4.6%
Q2 2020$8,472,000
+13.8%
304,077
-0.1%
1.90%
-0.1%
Q1 2020$7,446,000
+0.4%
304,521
+30.9%
1.90%
+20.4%
Q4 2019$7,414,000
+8.1%
232,721
-0.3%
1.58%
-4.1%
Q3 2019$6,859,000
-9.2%
233,363
-7.5%
1.65%
-11.0%
Q2 2019$7,555,000
-0.9%
252,254
+0.4%
1.85%
-2.7%
Q1 2019$7,622,000
+14.8%
251,372
+5.7%
1.90%
+0.6%
Q4 2018$6,641,000
-7.5%
237,862
+13.9%
1.89%
+1.7%
Q3 2018$7,177,000
+2.1%
208,866
+2.0%
1.86%
-2.6%
Q2 2018$7,026,000
-1.1%
204,721
+2.0%
1.91%
-3.1%
Q1 2018$7,101,000
-2.4%
200,646
-2.1%
1.97%
+1.2%
Q4 2017$7,273,000
+1.8%
204,994
+0.5%
1.94%
-7.3%
Q3 2017$7,142,000
+2.7%
203,927
-2.2%
2.10%
-0.1%
Q2 2017$6,955,000
+6.2%
208,470
+0.3%
2.10%
-1.2%
Q1 2017$6,552,000
+8.5%
207,884
-0.2%
2.12%
+4.2%
Q4 2016$6,040,000
-8.9%
208,264
-1.5%
2.04%
-11.2%
Q3 2016$6,632,000
+5.6%
211,410
-2.2%
2.29%
+1.5%
Q2 2016$6,282,000
+3.8%
216,158
+2.0%
2.26%
+2.9%
Q1 2016$6,053,000
+38.3%
211,878
+36.7%
2.20%
+32.1%
Q4 2015$4,376,000
+1.8%
155,021
-0.8%
1.66%
-5.7%
Q3 2015$4,299,000
-7.0%
156,196
+3.1%
1.76%
+0.2%
Q2 2015$4,625,000
+2.3%
151,548
-2.9%
1.76%
+1.0%
Q1 2015$4,522,000
+9.3%
156,149
+3.1%
1.74%
+4.9%
Q4 2014$4,137,000
-19.1%
151,489
-3.1%
1.66%
-20.7%
Q3 2014$5,113,000
-6.5%
156,407
+0.9%
2.09%
-6.7%
Q2 2014$5,469,000
+3.3%
155,052
-0.8%
2.24%
-0.0%
Q1 2014$5,295,000
-0.9%
156,229
-1.9%
2.24%
+0.0%
Q4 2013$5,345,000
+2.4%
159,218
-0.3%
2.24%
-5.3%
Q3 2013$5,222,000
+11.1%
159,757
-2.0%
2.37%
+6.5%
Q2 2013$4,699,000162,9502.22%
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