NICOLET ADVISORY SERVICES, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 5 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$347,925
-11.5%
12,417
-5.5%
0.04%
-9.3%
Q2 2023$393,240
-7.7%
13,143
-5.3%
0.04%
-12.2%
Q1 2023$426,201
-21.4%
13,874
-21.8%
0.05%
-31.9%
Q4 2022$542,546
+11.4%
17,753
-4.5%
0.07%
-8.9%
Q3 2022$487,000
-64.5%
18,580
-60.9%
0.08%
-61.3%
Q2 2022$1,373,000
-25.9%
47,491
-11.4%
0.20%
-15.7%
Q1 2022$1,854,000
-13.5%
53,627
-5.5%
0.24%
-8.3%
Q4 2021$2,144,000
-6.9%
56,760
-5.1%
0.26%
-9.6%
Q3 2021$2,302,000
-4.4%
59,824
-3.9%
0.29%
-7.0%
Q2 2021$2,407,000
-2.7%
62,261
-5.9%
0.31%
-9.5%
Q1 2021$2,473,000
-3.0%
66,180
-8.1%
0.35%
-3.1%
Q4 2020$2,550,000
+1.9%
72,012
-12.6%
0.36%
-8.0%
Q3 2020$2,502,000
-15.4%
82,419
-23.8%
0.39%
-14.3%
Q2 2020$2,957,000
-46.5%
108,130
-55.5%
0.45%
-53.4%
Q1 2020$5,532,000
-44.9%
242,973
-22.9%
0.97%
-38.3%
Q4 2019$10,042,000
-21.7%
315,201
-27.8%
1.58%
-18.9%
Q3 2019$12,823,000
+1.8%
436,300
+3.7%
1.94%
+1.1%
Q2 2019$12,599,000
+9.9%
420,672
+11.3%
1.92%
-1.1%
Q1 2019$11,462,000378,0371.94%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 1,120,558$40,015,0006.06%
Bellecapital International Ltd. 149,130$5,278,0004.94%
Larson Financial Group LLC 113,574$4,019,0004.72%
WP Advisors, LLC 109,930$3,890,0004.20%
Advisory Alpha, LLC 177,282$6,340,0002.20%
Carlson Capital Management 200,646$7,101,0001.97%
MANAGED ACCOUNT SERVICES INC 69,122$2,446,0001.60%
Mosaic Financial Partners, Inc. 68,599$2,427,0001.47%
Rinet Co LLC 102,704$3,635,0001.43%
Smart Money Group LLC 32,933$1,166,0001.19%
View complete list of SPDR INDEX SHS FDS shareholders