Global Retirement Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 214 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$939,453
+5.3%
33,528
+14.6%
0.05%
+6.8%
Q2 2023$892,355
-2.4%
29,248
-1.1%
0.04%
-10.2%
Q1 2023$913,960
+37.5%
29,560
+30.8%
0.05%
+6.5%
Q4 2022$664,801
+79.2%
22,605
+63.6%
0.05%
+64.3%
Q3 2022$371,000
+25.3%
13,815
+35.0%
0.03%
+16.7%
Q2 2022$296,000
-14.2%
10,234
-5.2%
0.02%
-11.1%
Q1 2022$345,000
+2775.0%
10,793
+3497.7%
0.03%
+2600.0%
Q3 2021$12,000
-47.8%
300
-49.2%
0.00%
-50.0%
Q2 2021$23,000
+27.8%
590
+19.4%
0.00%0.0%
Q1 2021$18,000
+28.6%
494
+21.7%
0.00%0.0%
Q4 2020$14,000
+16.7%
406
+4.1%
0.00%0.0%
Q3 2020$12,000
+9.1%
3900.0%0.00%0.0%
Q2 2020$11,000
+1000.0%
390
+828.6%
0.00%
Q1 2019$1,0000.0%420.0%0.00%
Q4 2018$1,0000.0%420.0%0.00%
Q3 2018$1,0000.0%420.0%0.00%
Q2 2018$1,0000.0%420.0%0.00%
Q1 2018$1,0000.0%420.0%0.00%
Q4 2017$1,0000.0%42
+5.0%
0.00%
Q3 2017$1,0000.0%400.0%0.00%
Q2 2017$1,0000.0%400.0%0.00%
-100.0%
Q1 2017$1,0000.0%400.0%0.00%0.0%
Q4 2016$1,000400.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 126,216$4,438,0003.97%
Corrigan Financial, Inc. 343,491$12,077,1403.82%
Baystate Wealth Management LLC 911,119$32,035,0002.83%
N.E.W. Advisory Services LLC 363,118$13,571,0002.57%
Eagle Bluffs Wealth Management LLC 68,246$2,400,0002.32%
Accredited Investors Inc. 713,285$25,079,0002.26%
Annapolis Financial Services, LLC 143,185$5,034,0001.64%
TOBIAS FINANCIAL ADVISORS, INC. 117,633$4,136,0001.43%
Provident Wealth Management, LLC 65,682$2,309,0001.40%
Upper Left Wealth Management, LLC 35,932$1,272,0001.32%
View complete list of SPDR INDEX SHS FDS shareholders