Private Ocean, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 214 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$658,054
-10.6%
22,582
-6.4%
0.08%
-9.7%
Q2 2023$736,374
-3.3%
24,135
-1.9%
0.09%
-7.9%
Q1 2023$761,862
+3.7%
24,600
-1.5%
0.10%
+11.0%
Q4 2022$734,721
+12.2%
24,982
-0.6%
0.09%
-11.7%
Q3 2022$655,000
-9.9%
25,1320.0%0.10%
-8.0%
Q2 2022$727,000
-18.7%
25,132
-1.2%
0.11%0.0%
Q1 2022$894,000
-15.1%
25,435
-8.8%
0.11%
-8.9%
Q4 2021$1,053,000
-14.5%
27,888
-12.8%
0.12%
-18.0%
Q3 2021$1,231,000
-3.3%
31,978
-2.9%
0.15%
-10.2%
Q2 2021$1,273,000
-0.6%
32,917
-4.0%
0.17%
-26.4%
Q1 2021$1,281,000
-6.9%
34,289
-11.8%
0.23%
-18.3%
Q4 2020$1,376,000
-5.8%
38,855
-19.2%
0.28%
-18.7%
Q3 2020$1,461,000
+1.9%
48,117
-8.2%
0.34%
-2.8%
Q2 2020$1,434,000
+6.8%
52,439
-11.1%
0.35%
-4.1%
Q1 2020$1,343,000
-29.1%
59,003
-0.7%
0.37%
-20.2%
Q4 2019$1,894,000
+8.4%
59,4440.0%0.46%
+6.0%
Q3 2019$1,748,000
-1.8%
59,4440.0%0.43%
-8.6%
Q2 2019$1,780,000
-5.5%
59,444
-4.3%
0.48%
-7.2%
Q1 2019$1,884,000
+1.1%
62,141
-6.8%
0.51%
-2.7%
Q4 2018$1,863,00066,7070.53%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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