Boston Standard Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 201 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$275,0000.0%9,4460.0%0.07%0.0%
Q3 2023$275,000
-5.2%
9,446
-0.5%
0.07%
-1.4%
Q2 2023$290,000
-1.4%
9,4900.0%0.07%
-11.9%
Q1 2023$294,000
+5.4%
9,4900.0%0.08%
+1.2%
Q4 2022$279,000
-99.9%
9,490
+23.4%
0.08%
+23.9%
Q3 2022$200,000,000
-9.9%
7,6880.0%0.07%
-5.6%
Q2 2022$222,000,000
-17.8%
7,6880.0%0.07%
-7.8%
Q1 2022$270,000,000
-6.9%
7,6880.0%0.08%
-4.9%
Q4 2021$290,000,000
-0.3%
7,688
+1.7%
0.08%
-6.9%
Q3 2021$291,000,000
-0.3%
7,5570.0%0.09%
-1.1%
Q2 2021$292,000,000
+3.9%
7,557
+0.0%
0.09%
-3.3%
Q1 2021$281,000,000
+5.2%
7,5540.0%0.09%
-8.1%
Q4 2020$267,000,000
-21.5%
7,554
-32.5%
0.10%
-30.8%
Q3 2020$340,000,000
-24.4%
11,188
-32.0%
0.14%
-29.6%
Q2 2020$450,000,000
-35.2%
16,450
-48.6%
0.20%
-46.2%
Q1 2020$694,000,000
-57.8%
32,003
-38.0%
0.38%
-48.6%
Q4 2019$1,644,000,000
-9.3%
51,604
-16.3%
0.73%
-16.0%
Q3 2019$1,813,000,000
-0.3%
61,673
+2.7%
0.87%
-1.8%
Q2 2019$1,819,000,000
+7.0%
60,061
+8.6%
0.89%
+0.6%
Q1 2019$1,700,000,000
+20.7%
55,297
+9.6%
0.88%
+5.6%
Q4 2018$1,409,000,000
-8.1%
50,450
+12.2%
0.84%
+0.5%
Q3 2018$1,534,000,000
+21.0%
44,970
+25.5%
0.83%
+5.2%
Q1 2018$1,268,000,000
+2.0%
35,839
+2.3%
0.79%
+0.3%
Q4 2017$1,243,000,00035,0280.79%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 1,120,558$40,015,0006.06%
Bellecapital International Ltd. 149,130$5,278,0004.94%
Larson Financial Group LLC 113,574$4,019,0004.72%
WP Advisors, LLC 109,930$3,890,0004.20%
Advisory Alpha, LLC 177,282$6,340,0002.20%
Carlson Capital Management 200,646$7,101,0001.97%
MANAGED ACCOUNT SERVICES INC 69,122$2,446,0001.60%
Mosaic Financial Partners, Inc. 68,599$2,427,0001.47%
Rinet Co LLC 102,704$3,635,0001.43%
Smart Money Group LLC 32,933$1,166,0001.19%
View complete list of SPDR INDEX SHS FDS shareholders