J.P. Morgan Private Wealth Advisors 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
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$362,667
-32.3%
15,251
-29.5%
0.00%
-66.7%
Q2 2023$535,773
-54.6%
21,630
-51.9%
0.00%0.0%
Q1 2023$1,180,971
-7.3%
44,938
-5.6%
0.00%0.0%
Q4 2022$1,274,306
+22.6%
47,602
+10.4%
0.00%0.0%
Q3 2022$1,039,000
+8.8%
43,108
+27.3%
0.00%
+50.0%
Q2 2022$955,000
-33.6%
33,854
-19.7%
0.00%
-33.3%
Q1 2022$1,439,000
-8.8%
42,181
-4.8%
0.00%0.0%
Q4 2021$1,577,000
-23.6%
44,310
-23.7%
0.00%
-40.0%
Q3 2021$2,063,000
+13.5%
58,102
+17.4%
0.01%0.0%
Q2 2021$1,817,000
+3.8%
49,475
-2.7%
0.01%
-16.7%
Q1 2021$1,751,000
-4.1%
50,824
-5.1%
0.01%0.0%
Q4 2020$1,826,000
+0.2%
53,563
-12.7%
0.01%
-14.3%
Q3 2020$1,822,000
-5.2%
61,332
-8.0%
0.01%
-22.2%
Q2 2020$1,921,000
-24.5%
66,647
-29.9%
0.01%
-35.7%
Q1 2020$2,546,000
-53.4%
95,102
-32.4%
0.01%
-44.0%
Q4 2019$5,459,000
-0.5%
140,739
+1.3%
0.02%
-13.8%
Q3 2019$5,488,000
+28.9%
138,874
+26.4%
0.03%
+26.1%
Q2 2019$4,258,000
-6.3%
109,885
-5.0%
0.02%
-4.2%
Q1 2019$4,544,000
+45.7%
115,677
+31.1%
0.02%
+26.3%
Q4 2018$3,119,000
-15.7%
88,260
-8.8%
0.02%
+5.6%
Q3 2018$3,700,000
+1255.3%
96,736
+1436.7%
0.02%
+500.0%
Q1 2015$273,0006,2950.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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