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 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
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 Q3 2023
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 126,216$4,438,0003.97%
Corrigan Financial, Inc. 343,491$12,077,1403.82%
Baystate Wealth Management LLC 911,119$32,035,0002.83%
N.E.W. Advisory Services LLC 363,118$13,571,0002.57%
Eagle Bluffs Wealth Management LLC 68,246$2,400,0002.32%
Accredited Investors Inc. 713,285$25,079,0002.26%
Annapolis Financial Services, LLC 143,185$5,034,0001.64%
TOBIAS FINANCIAL ADVISORS, INC. 117,633$4,136,0001.43%
Provident Wealth Management, LLC 65,682$2,309,0001.40%
Upper Left Wealth Management, LLC 35,932$1,272,0001.32%
View complete list of SPDR INDEX SHS FDS shareholders