Apella Capital, 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
Apella Capital, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$212,212
+1.8%
6,828
-0.0%
0.01%
-20.0%
Q2 2023$208,384
-3.2%
6,830
-6.7%
0.02%
-25.0%
Q4 2022$215,194
+4.0%
7,317
-8.0%
0.02%
-16.7%
Q3 2022$207,000
-10.0%
7,954
-0.1%
0.02%
-11.1%
Q2 2022$230,000
-29.0%
7,960
-13.7%
0.03%
-41.3%
Q1 2022$324,000
-10.0%
9,224
-3.2%
0.05%0.0%
Q4 2021$360,000
-74.3%
9,529
-74.0%
0.05%
-60.0%
Q3 2021$1,402,000
+9.5%
36,640
+10.6%
0.12%
-6.5%
Q2 2021$1,280,00033,1180.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
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