FULTON BREAKEFIELD BROENNIMAN LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 132 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
FULTON BREAKEFIELD BROENNIMAN LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2017$503,000
-1.4%
13,095
-2.1%
0.09%
-3.3%
Q2 2017$510,000
+20.0%
13,375
+17.7%
0.09%
+15.2%
Q1 2017$425,000
-3.8%
11,365
-7.2%
0.08%
-9.2%
Q4 2016$442,000
-10.0%
12,248
+4.0%
0.09%
-13.0%
Q3 2016$491,000
-8.4%
11,779
-9.0%
0.10%
-8.3%
Q2 2016$536,000
+2.5%
12,938
+2.5%
0.11%
-4.4%
Q1 2016$523,000
+5.9%
12,623
-0.1%
0.11%
+4.6%
Q4 2015$494,000
+2.3%
12,633
+2.9%
0.11%
-4.4%
Q3 2015$483,000
-23.0%
12,273
-18.1%
0.11%
-16.8%
Q2 2015$627,000
+12.4%
14,981
+16.2%
0.14%
+10.5%
Q1 2015$558,000
+18.0%
12,890
+13.2%
0.12%
+19.2%
Q4 2014$473,00011,3830.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,004,677$23,891,2271.77%
AWM CAPITAL, LLC 259,255$6,165,0781.25%
Schoolcraft Capital LLC 115,128$2,737,7440.77%
Idaho Trust Bank 46,361$1,101,9280.72%
RPg Family Wealth Advisory, LLC 69,161$1,644,6490.68%
BBJS FINANCIAL ADVISORS, LLC 65,695$1,562,2220.59%
MARYLAND CAPITAL ADVISORS INC. 29,497$701,4390.54%
Aletheian Wealth Advisors LLC 22,326$530,9120.41%
Upper Left Wealth Management, LLC 14,327$340,6970.35%
Innova Wealth Partners 15,466$367,7930.33%
View complete list of SPDR INDEX SHS FDS shareholders