Outlook Wealth Advisors, 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
Outlook Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$383,366
-3.2%
13,156
+1.3%
0.15%
-2.7%
Q2 2023$396,203
-1.0%
12,986
+0.5%
0.15%
-15.7%
Q1 2023$400,164
+34.0%
12,921
+27.3%
0.18%
+25.4%
Q4 2022$298,570
+13.1%
10,152
+0.1%
0.14%
+20.3%
Q3 2022$264,000
-12.3%
10,144
-2.4%
0.12%
-4.1%
Q2 2022$301,000
-20.8%
10,393
-4.0%
0.12%
-3.1%
Q1 2022$380,000
-7.5%
10,821
-0.7%
0.13%
+5.0%
Q4 2021$411,000
-2.6%
10,892
-0.8%
0.12%
-12.3%
Q3 2021$422,000
-0.9%
10,978
-0.4%
0.14%
+1.5%
Q2 2021$426,000
+1.2%
11,024
-2.1%
0.14%
-6.8%
Q1 2021$421,000
+3.2%
11,266
-2.2%
0.15%
-2.0%
Q4 2020$408,000
+14.0%
11,523
-2.3%
0.15%
+4.9%
Q3 2020$358,000
+4.4%
11,792
-6.0%
0.14%
-2.1%
Q2 2020$343,000
+13.2%
12,550
-5.8%
0.14%
-15.2%
Q1 2020$303,000
-25.6%
13,321
+4.4%
0.17%
-25.3%
Q4 2019$407,000
+1.0%
12,763
-6.8%
0.23%
-4.6%
Q3 2019$403,000
-6.9%
13,700
-5.3%
0.24%
-15.8%
Q2 2019$433,000
-9.0%
14,471
-7.9%
0.28%
-27.3%
Q1 2019$476,000
-75.5%
15,715
+125.7%
0.39%
-55.8%
Q4 2018$1,944,0006,9640.89%
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