Pinnacle Wealth Planning Services, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 204 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$599,318
-0.8%
372,847
+1.7%
0.10%
+1.0%
Q2 2023$604,243
-3.7%
366,747
+7.2%
0.10%
-5.8%
Q1 2023$627,324
+19.7%
342,160
+38.7%
0.10%
+11.8%
Q4 2022$524,229
-0.1%
246,693
-0.5%
0.09%
-4.1%
Q3 2022$525,000
+5.6%
247,965
-4.2%
0.10%
+9.0%
Q2 2022$497,000
-26.2%
258,816
-14.7%
0.09%
-27.6%
Q1 2022$673,000
-48.1%
303,471
-9.9%
0.12%
-51.4%
Q4 2021$1,297,000
+135.8%
336,991
+2259.1%
0.25%
+107.4%
Q3 2021$550,000
-6.8%
14,285
-6.5%
0.12%
-10.9%
Q2 2021$590,000
+2.4%
15,280
-0.8%
0.14%
-7.4%
Q1 2021$576,000
-20.2%
15,400
-24.5%
0.15%
-14.0%
Q4 2020$722,000
+12.6%
20,405
-3.4%
0.17%
-18.9%
Q3 2020$641,000
-25.7%
21,125
-33.0%
0.21%
-24.3%
Q2 2020$863,000
-38.5%
31,547
-54.2%
0.28%
-58.0%
Q1 2020$1,404,000
-25.9%
68,812
+15.6%
0.67%
-25.1%
Q4 2019$1,895,000
+11.3%
59,510
-12.5%
0.89%
-3.9%
Q3 2019$1,702,000
+11.0%
68,049
+33.0%
0.93%
+0.2%
Q2 2019$1,533,000
+7.1%
51,166
+8.3%
0.92%
-3.7%
Q1 2019$1,432,000
+33.8%
47,225
+23.2%
0.96%
+40.3%
Q4 2018$1,070,000
+8.4%
38,325
+33.5%
0.68%
-24.1%
Q3 2018$987,000
+32.5%
28,715
+32.3%
0.90%
+24.6%
Q2 2018$745,000
+3.6%
21,710
+6.9%
0.72%
-2.2%
Q1 2018$719,00020,3100.74%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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