Bay Harbor Wealth Management, 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
Bay Harbor Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$14
-99.9%
475
-0.8%
0.01%0.0%
Q3 2022$12,000
-14.3%
479
-1.0%
0.01%0.0%
Q2 2022$14,000
-26.3%
484
-10.2%
0.01%
-25.0%
Q1 2022$19,000
-13.6%
539
-13.5%
0.01%
-11.1%
Q4 2021$22,000
-37.1%
623
-31.9%
0.01%
-40.0%
Q3 2021$35,000
-48.5%
915
-48.0%
0.02%
-48.3%
Q2 2021$68,000
-41.4%
1,758
-43.3%
0.03%
-45.3%
Q1 2021$116,000
-33.3%
3,100
-37.0%
0.05%
-32.9%
Q4 2020$174,000
-22.0%
4,919
-32.9%
0.08%
-28.8%
Q3 2020$223,000
-21.5%
7,330
-29.3%
0.11%
-26.5%
Q2 2020$284,000
+7.6%
10,373
-10.5%
0.15%
-5.6%
Q1 2020$264,000
-40.7%
11,589
-17.1%
0.16%
-33.3%
Q4 2019$445,000
+1.4%
13,977
-6.5%
0.24%
-8.4%
Q3 2019$439,000
-10.4%
14,941
-8.6%
0.26%
-13.8%
Q2 2019$490,000
-2.2%
16,350
-1.1%
0.30%
-11.1%
Q1 2019$501,000
+13.9%
16,529
+4.8%
0.34%
-2.3%
Q4 2018$440,00015,7660.35%
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