Continuum Advisory, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 201 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$269,008
-22.2%
9,232
-18.6%
0.04%
-21.8%
Q2 2023$345,879
-0.8%
11,337
+0.7%
0.06%
-6.8%
Q1 2023$348,563
+7.9%
11,255
+2.5%
0.06%
+1.7%
Q4 2022$322,977
-8.5%
10,982
-18.9%
0.06%
-6.5%
Q3 2022$353,000
+27.4%
13,544
+41.7%
0.06%
+24.0%
Q2 2022$277,000
-7.7%
9,561
+3.4%
0.05%
-12.3%
Q1 2022$300,000
+40.8%
9,246
+67.1%
0.06%0.0%
Q3 2021$213,000
+1.4%
5,532
+2.0%
0.06%
-12.3%
Q2 2021$210,000
+2.9%
5,424
+3.3%
0.06%
-23.5%
Q1 2021$204,000
-74.4%
5,251
-77.4%
0.08%
-85.4%
Q2 2018$797,000
+9.5%
23,233
+12.9%
0.58%
-4.3%
Q1 2018$728,000
+27.7%
20,570
+27.9%
0.61%
+39.6%
Q4 2017$570,000
+32.9%
16,078
+31.1%
0.44%
+16.2%
Q3 2017$429,0000.0%12,263
-4.7%
0.38%
-11.7%
Q2 2017$429,000
+3.4%
12,862
-2.3%
0.43%
-14.5%
Q1 2017$415,00013,1660.50%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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