GeoWealth Management, 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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$604,147
-72.8%
19,035
-72.2%
0.03%
-69.8%
Q1 2024$2,223,271
+93236.3%
68,450
-8.7%
0.09%
-56.3%
Q4 2023$2,382
+25.2%
74,982
+14.8%
0.20%
-8.8%
Q3 2023$1,903
+6.4%
65,292
+11.5%
0.22%
+11.9%
Q2 2023$1,788
+13.0%
58,580
+14.7%
0.19%
+4.3%
Q1 2023$1,583
+26.5%
51,059
+20.2%
0.18%
+40.2%
Q4 2022$1,251
-99.9%
42,489
+24.5%
0.13%
+36.1%
Q3 2022$886,000
+22.4%
34,123
+36.5%
0.10%0.0%
Q2 2022$724,000
-8.7%
24,997
+11.3%
0.10%
+38.6%
Q1 2022$793,000
-6.9%
22,464
-0.4%
0.07%0.0%
Q4 2021$852,000
+10.1%
22,564
+12.4%
0.07%
+9.4%
Q3 2021$774,000
-39.8%
20,070
-39.8%
0.06%
-60.7%
Q2 2021$1,286,000
+5.2%
33,354
+1.9%
0.16%
-14.7%
Q1 2021$1,223,000
+12.8%
32,732
+6.5%
0.19%
+9.8%
Q4 2020$1,084,000
+87.2%
30,724
+61.4%
0.17%
-0.6%
Q3 2020$579,000
+109.8%
19,040
+89.2%
0.18%
+53.5%
Q2 2020$276,000
+29.0%
10,065
+6.9%
0.11%
-24.5%
Q1 2020$214,000
-24.6%
9,416
-2.7%
0.15%
+135.9%
Q3 2019$284,0009,6820.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 967,102$30,348,0005.84%
Cardan Capital Partners, LLC 492,597$15,527,0003.24%
Bellecapital International Ltd. 85,770$2,703,0002.50%
WP Advisors, LLC 110,016$3,468,0002.18%
Carlson Capital Management 207,884$6,552,0002.12%
Accredited Investors Inc. 216,352$6,819,0001.70%
Mosaic Financial Partners, Inc. 76,226$2,403,0001.52%
Rinet Co LLC 101,663$3,204,0001.46%
MANAGED ACCOUNT SERVICES INC 53,546$1,688,0001.25%
Transamerica Financial Advisors, Inc. 210,420$6,633,0000.79%
View complete list of SPDR INDEX SHS FDS shareholders