Avantax Planning Partners, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 210 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
Avantax Planning Partners, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2018$99,000
-48.4%
2,081
-49.9%
0.01%
-50.0%
Q1 2018$192,000
-22.6%
4,155
-18.1%
0.02%
-30.4%
Q4 2017$248,000
+2.5%
5,0710.0%0.02%
+21.1%
Q3 2017$242,000
+11.5%
5,071
+11.6%
0.02%
+5.6%
Q2 2017$217,000
-29.5%
4,542
-30.6%
0.02%
-35.7%
Q1 2017$308,000
-48.8%
6,540
-49.0%
0.03%
-56.2%
Q4 2016$601,00012,8340.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders