PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 201 filers reported holding SPDR INDEX SHS FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$7,729
-4.0%
3250.0%0.00%0.0%
Q2 2023$8,050
-22.5%
325
-17.7%
0.00%0.0%
Q1 2023$10,381
-1.8%
3950.0%0.00%0.0%
Q4 2022$10,574
-41.3%
395
-48.3%
0.00%
-50.0%
Q3 2022$18,000
-96.1%
764
-93.1%
0.00%
-98.5%
Q4 2014$459,000
+3.1%
11,001
-0.3%
0.13%
-1.5%
Q3 2014$445,000
-12.2%
11,035
-3.7%
0.13%
-11.3%
Q2 2014$507,000
+2.0%
11,459
-2.5%
0.15%
-3.2%
Q1 2014$497,000
+5.5%
11,747
+1.3%
0.16%0.0%
Q4 2013$471,000
-3.5%
11,596
+0.1%
0.16%
-9.8%
Q3 2013$488,000
-13.2%
11,590
-15.0%
0.17%
-15.2%
Q2 2013$562,00013,6430.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2014
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