HBK Sorce Advisory LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 213 filers reported holding SPDR INDEX SHS FDS in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$245,300
+37754.9%
9,334
-61.4%
0.01%
-35.3%
Q4 2022$648
-99.9%
24,200
+27.5%
0.02%
-45.2%
Q3 2022$458,000
-18.7%
18,984
-4.8%
0.03%
-26.2%
Q2 2022$563,000
-29.4%
19,950
-14.7%
0.04%
-4.5%
Q1 2022$798,000
-23.0%
23,386
-19.7%
0.04%
-15.4%
Q4 2021$1,036,000
-6.6%
29,110
-6.8%
0.05%
-14.8%
Q3 2021$1,109,000
-14.4%
31,239
-11.4%
0.06%
-14.1%
Q2 2021$1,295,000
-11.2%
35,278
-16.6%
0.07%
-18.4%
Q1 2021$1,458,000
-9.7%
42,315
-10.7%
0.09%
-13.0%
Q4 2020$1,615,000
+2.3%
47,373
-10.8%
0.10%
-10.7%
Q3 2020$1,579,000
-15.4%
53,137
-18.0%
0.11%
-18.8%
Q2 2020$1,867,000
+0.2%
64,767
-7.0%
0.14%
-23.8%
Q1 2020$1,864,000
-39.6%
69,631
-12.5%
0.18%
-32.7%
Q4 2019$3,087,000
-9.4%
79,574
-7.7%
0.27%
-17.5%
Q3 2019$3,407,000
-2.3%
86,219
-4.2%
0.33%
-3.3%
Q2 2019$3,488,000
-2.4%
90,014
-1.1%
0.34%
-5.6%
Q1 2019$3,575,000
+9.0%
91,015
-2.0%
0.36%
-4.8%
Q4 2018$3,281,000
-9.3%
92,841
-1.9%
0.38%
-8.1%
Q3 2018$3,619,000
-0.4%
94,605
+1.9%
0.41%
-2.6%
Q2 2018$3,635,000
-5.9%
92,868
-3.8%
0.42%
-13.6%
Q1 2018$3,864,000
+4.6%
96,562
+5.8%
0.48%
+11.2%
Q4 2017$3,695,000
+1420.6%
91,265
+1464.4%
0.44%
+808.3%
Q3 2016$243,000
+0.8%
5,834
+0.3%
0.05%
-7.7%
Q2 2016$241,000
+0.4%
5,815
+0.3%
0.05%
-8.8%
Q1 2016$240,000
+2.1%
5,797
-3.7%
0.06%
-6.6%
Q4 2015$235,000
-20.9%
6,020
-20.3%
0.06%
-36.5%
Q3 2015$297,000
-25.8%
7,549
-21.1%
0.10%
-29.4%
Q2 2015$400,000
-39.6%
9,564
-37.4%
0.14%
-39.8%
Q1 2015$662,000
+2.6%
15,282
-1.5%
0.23%
+1.8%
Q4 2014$645,000
-6.9%
15,512
-7.3%
0.22%
-11.2%
Q3 2014$693,000
-14.8%
16,734
-8.9%
0.25%
-11.3%
Q2 2014$813,000
-17.8%
18,366
-23.5%
0.28%
-21.9%
Q1 2014$989,000
-17.0%
24,020
-16.9%
0.36%
-15.9%
Q4 2013$1,191,000
+1.6%
28,915
+1.8%
0.43%
-11.4%
Q3 2013$1,172,000
-53.0%
28,414
-54.5%
0.48%
-10.2%
Q2 2013$2,494,00062,5080.54%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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