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 2 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2023
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,315,724$61,992,0003.83%
Alhambra Investment Management LLC 64,453$1,725,0002.83%
JOYN Advisors, Inc. 222,165$5,947,0001.98%
BlueSky Wealth Advisors, LLC 155,081$4,152,0001.53%
Schoolcraft Capital LLC 56,336$1,508,1040.92%
FFT WEALTH MANAGEMENT LLC 108,053$2,893,0000.85%
Walkner Condon Financial Advisors LLC 28,591$765,0000.82%
Colorado Capital Management, Inc. 31,027$830,0000.77%
FIFTH THIRD SECURITIES, INC. 31,699$849,0000.77%
One Capital Management, LLC 162,510$4,350,0000.74%
View complete list of SPDR INDEX SHS FDS shareholders