MISSION WEALTH MANAGEMENT, LP - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 211 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is 12.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$1,396,961
-10.6%
44,013
-8.5%
0.04%
-9.8%
Q1 2024$1,562,088
+16.2%
48,094
+13.6%
0.04%
-6.8%
Q4 2023$1,344,586
+52.5%
42,336
+39.9%
0.04%
+33.3%
Q3 2023$881,846
-9.8%
30,262
-5.5%
0.03%
-10.8%
Q2 2023$977,370
-8.6%
32,034
-7.3%
0.04%
-17.8%
Q1 2023$1,069,768
-12.3%
34,542
-16.7%
0.04%
-22.4%
Q4 2022$1,219,516
+28.6%
41,466
+14.0%
0.06%
+16.0%
Q3 2022$948,000
+111.1%
36,374
+134.3%
0.05%
+108.3%
Q2 2022$449,000
-73.3%
15,527
-67.5%
0.02%
-69.2%
Q1 2022$1,679,000
+375.6%
47,751
+410.9%
0.08%
+387.5%
Q4 2021$353,000
+0.3%
9,347
+2.3%
0.02%
-11.1%
Q3 2021$352,000
-0.3%
9,1340.0%0.02%
-5.3%
Q2 2021$353,000
-1.7%
9,134
-4.9%
0.02%
-9.5%
Q1 2021$359,000
+11.1%
9,603
+5.3%
0.02%
+5.0%
Q4 2020$323,000
+17.0%
9,120
+0.1%
0.02%
-4.8%
Q3 2020$276,000
-22.5%
9,107
-30.0%
0.02%
-32.3%
Q2 2020$356,000
+20.3%
13,007
+0.1%
0.03%
-6.1%
Q1 2020$296,00012,9890.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
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