BALASA DINVERNO & FOLTZ LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 225 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$257,000
-16.6%
5,813
+1.8%
0.02%
-23.8%
Q1 2022$308,000
-4.6%
5,7100.0%0.02%0.0%
Q4 2021$323,000
+17.0%
5,710
+5.6%
0.02%
+10.5%
Q3 2021$276,000
+3.0%
5,407
+3.7%
0.02%0.0%
Q2 2021$268,000
-20.5%
5,214
-44.3%
0.02%
-54.8%
Q1 2020$337,000
-11.5%
9,367
+15.3%
0.04%
-35.4%
Q4 2016$381,000
+81.4%
8,124
+74.8%
0.06%
+75.7%
Q3 2015$210,0004,6480.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,204,248$55,631,0005.85%
Rinet Co LLC 302,709$14,006,0005.52%
St. Louis Trust Co 288,976$13,371,0004.59%
FC Advisory LLC 136,214$6,303,0004.13%
USAdvisors Wealth Management, LLC 103,803$4,803,0003.81%
Dakota Wealth Management 137,533$6,364,0003.28%
McKinley Carter Wealth Services, Inc. 216,047$9,997,0003.27%
OptiFour Integrated Wealth Management, LLC 83,876$3,881,0003.24%
PDS Planning, Inc 63,102$2,920,0002.95%
JFS WEALTH ADVISORS, LLC 239,728$11,092,0002.93%
View complete list of SPDR INDEX SHS FDS shareholders