Valtinson Bruner Financial Planning LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 173 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$298,802
-5.1%
10,254
-0.6%
0.16%
-4.1%
Q2 2023$314,863
-4.8%
10,320
-3.4%
0.17%
-10.1%
Q1 2023$330,729
-1.2%
10,679
-1.0%
0.19%
-2.6%
Q4 2022$334,781
+13.9%
10,782
-4.4%
0.19%
+7.2%
Q3 2022$294,000
-11.4%
11,273
-1.7%
0.18%
-10.4%
Q2 2022$332,000
-18.0%
11,465
-2.9%
0.20%
-12.9%
Q1 2022$405,000
-10.4%
11,803
-1.3%
0.23%
-6.5%
Q4 2021$452,000
-5.8%
11,955
-1.6%
0.25%
-5.7%
Q3 2021$480,000
+1.7%
12,147
-0.7%
0.26%
-2.6%
Q2 2021$472,000
-3.3%
12,238
-2.9%
0.27%
-5.9%
Q1 2021$488,000
-0.4%
12,603
-6.7%
0.29%
-6.5%
Q4 2020$490,000
+18.9%
13,510
-2.4%
0.31%
+6.2%
Q3 2020$412,000
-17.4%
13,844
-18.5%
0.29%
-18.6%
Q2 2020$499,000
-17.9%
16,985
-31.0%
0.36%
-27.6%
Q1 2020$608,000
-25.3%
24,608
-4.4%
0.49%
-16.1%
Q4 2019$814,000
+7.2%
25,729
+0.7%
0.58%
-5.5%
Q3 2019$759,000–25,557–0.62%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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