N.E.W. Advisory Services 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 207 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is 12.26 and the average weighting 0.1%.

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Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,755,918
+3.6%
437,746
+8.4%
1.81%
+5.7%
Q2 2023$12,315,229
-2.9%
403,645
-1.4%
1.72%
-6.9%
Q1 2023$12,679,061
+6.8%
409,395
+1.4%
1.84%
-0.8%
Q4 2022$11,870,427
+31.5%
403,617
+16.6%
1.86%
+13.6%
Q3 2022$9,026,000
-2.1%
346,229
+8.7%
1.64%
+1.4%
Q2 2022$9,216,000
-32.1%
318,568
-12.3%
1.61%
-37.3%
Q1 2022$13,571,000
-14.5%
363,118
-13.6%
2.57%
+7.2%
Q4 2021$15,877,000
-3.0%
420,370
-1.1%
2.40%
-10.1%
Q3 2021$16,362,000
+4.2%
425,144
+4.7%
2.67%
+1.5%
Q2 2021$15,697,000
+12.4%
405,896
+9.9%
2.63%
+0.3%
Q1 2021$13,964,000
+18.4%
369,428
+10.8%
2.62%
+5.6%
Q4 2020$11,790,000
+16.9%
333,475
+0.3%
2.48%
-13.0%
Q3 2020$10,088,000
+7.1%
332,636
-3.4%
2.85%
-2.8%
Q2 2020$9,422,000
+3.3%
344,503
+20.2%
2.93%
-0.9%
Q4 2019$9,123,000–286,718–2.96%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q2 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