Global Retirement Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 122 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$159,477
-6.9%
4,9790.0%0.01%0.0%
Q2 2023$171,228
-5.4%
4,979
-2.9%
0.01%
-20.0%
Q1 2023$181,018
+20.2%
5,128
+10.0%
0.01%0.0%
Q4 2022$150,611
+103.5%
4,660
+86.0%
0.01%
+66.7%
Q3 2022$74,000
+42.3%
2,505
+66.4%
0.01%
+50.0%
Q2 2022$52,0001,505
+30000.0%
0.00%
Q1 2022$0
-100.0%
5
-98.9%
0.00%
-100.0%
Q2 2021$18,0000.0%4670.0%0.00%0.0%
Q1 2021$18,000
+5.9%
4670.0%0.00%0.0%
Q4 2020$17,000
+6.2%
4670.0%0.00%0.0%
Q3 2020$16,000
+6.7%
4670.0%0.00%0.0%
Q2 2020$15,000
+7.1%
4670.0%0.00%
-33.3%
Q1 2020$14,000
-26.3%
4670.0%0.00%0.0%
Q4 2019$19,000
-29.6%
467
-33.9%
0.00%
-25.0%
Q3 2019$27,000
-3.6%
7060.0%0.00%
-20.0%
Q2 2019$28,000
+3.7%
7060.0%0.01%
-28.6%
Q1 2019$27,000
+8.0%
7060.0%0.01%
+16.7%
Q4 2018$25,000
-7.4%
7060.0%0.01%0.0%
Q3 2018$27,000
-18.2%
706
-17.5%
0.01%
-25.0%
Q2 2018$33,000
+6.5%
856
+9.5%
0.01%
-11.1%
Q1 2018$31,000
+29.2%
782
+33.7%
0.01%
+28.6%
Q4 2017$24,000
+50.0%
585
+50.4%
0.01%0.0%
Q3 2017$16,000
+6.7%
3890.0%0.01%0.0%
Q2 2017$15,000
-74.1%
389
-74.6%
0.01%
-78.1%
Q1 2017$58,000
+114.8%
1,534
+107.9%
0.03%
+77.8%
Q4 2016$27,0007380.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 194,132$6,808,0006.34%
Longer Investments Inc. 90,980$3,191,0002.64%
CETERA INVESTMENT MANAGEMENT LLC 112,070$3,943,0002.04%
First Allied Advisory Services, Inc. 475,946$16,707,0000.93%
LGL PARTNERS, LLC 49,811$1,747,0000.90%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 27,293$957,0000.50%
Simplicity Solutions, LLC 20,442$717,0000.44%
KAYS FINANCIAL ADVISORY CORP /ADV 23,937$839,0000.41%
Harbour Capital Advisors, LLC 19,150$672,0000.38%
Charles Schwab Investment Advisory, Inc. 839,525$29,442,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders