Upper Left Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 210 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,005,593
-7.7%
34,509
-3.3%
1.05%
-13.6%
Q2 2023$1,089,177
-2.1%
35,699
-0.6%
1.21%
-4.2%
Q1 2023$1,112,815
+2.2%
35,932
-2.9%
1.26%
-1.8%
Q4 2022$1,088,758
+20.8%
37,020
+9.2%
1.29%
+9.9%
Q3 2022$901,000
-38.7%
33,916
-33.2%
1.17%
-31.2%
Q2 2022$1,469,000
+15.5%
50,777
+41.3%
1.70%
+29.1%
Q1 2022$1,272,000
-3.9%
35,932
+3.3%
1.32%
-0.3%
Q4 2021$1,324,00034,7991.32%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 308,585$8,616,0007.97%
Baystate Wealth Management LLC 1,213,224$35,693,0005.20%
WASHINGTON TRUST BANK 1,174,877$32,803,0004.31%
Landmark Bank 192,231$5,367,0003.97%
Bellecapital International Ltd. 165,930$4,633,0003.30%
Advisory Alpha, LLC 218,093$6,408,0003.02%
WP Advisors, LLC 103,223$2,882,0002.84%
Resource Planning Group 94,378$2,635,0001.96%
Carlson Capital Management 237,862$6,641,0001.89%
Savant Capital, LLC 293,836$8,204,0001.72%
View complete list of SPDR INDEX SHS FDS shareholders