Moisand Fitzgerald Tamayo, LLC - 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
Moisand Fitzgerald Tamayo, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$176,822
-7.8%
6,068
-3.5%
0.04%
-5.1%
Q2 2023$191,786
-8.7%
6,286
-7.3%
0.04%
-13.3%
Q1 2023$209,977
+4.9%
6,780
-0.4%
0.04%
-2.2%
Q4 2022$200,106
-9.5%
6,804
-19.8%
0.05%
-24.6%
Q3 2022$221,000
-17.5%
8,485
-8.4%
0.06%
-15.3%
Q2 2022$268,000
+10.3%
9,261
+34.1%
0.07%
-35.1%
Q1 2022$243,000
-57.4%
6,904
-54.3%
0.11%
-31.1%
Q4 2021$571,000
-49.4%
15,123
-48.4%
0.16%
-57.6%
Q3 2021$1,129,000
-3.8%
29,331
-3.3%
0.38%
-10.8%
Q2 2021$1,173,000
+4.5%
30,330
+0.9%
0.43%
-12.2%
Q1 2021$1,123,000
-4.4%
30,054
-9.4%
0.48%
-8.5%
Q4 2020$1,175,000
+10.0%
33,169
-5.7%
0.53%
-4.2%
Q3 2020$1,068,000
-1.0%
35,183
-10.8%
0.55%
-6.9%
Q2 2020$1,079,000
+13.8%
39,461
-5.2%
0.59%
-3.9%
Q1 2020$948,000
-22.7%
41,614
+8.0%
0.62%
-2.4%
Q4 2019$1,227,000
+10.1%
38,520
+1.6%
0.63%
+5.0%
Q3 2019$1,114,000
+6.3%
37,918
+8.3%
0.60%
+5.6%
Q2 2019$1,048,000
+1.7%
35,003
+3.1%
0.57%
-0.2%
Q1 2019$1,030,000
+20.6%
33,967
+11.0%
0.57%
+6.9%
Q4 2018$854,000
-0.9%
30,601
+21.9%
0.54%
+11.5%
Q3 2018$862,000
+32.8%
25,098
+32.6%
0.48%
+27.3%
Q2 2018$649,000
+12.1%
18,921
+15.6%
0.38%
+9.6%
Q1 2018$579,00016,3660.34%
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