Capital Directions Investment Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 162 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$51,505
+7.3%
1,9240.02%
+5.6%
Q3 2022$48,000
-70.2%
0
-100.0%
0.02%
-66.0%
Q2 2022$161,000
-81.3%
5,708
-77.4%
0.05%
-79.7%
Q1 2022$861,000
-4.1%
25,2340.0%0.26%
+0.4%
Q4 2021$898,000
+11.4%
25,234
+11.2%
0.26%
+5.7%
Q3 2021$806,000
-3.2%
22,6960.0%0.25%
-1.6%
Q2 2021$833,000
+6.9%
22,696
-0.7%
0.25%
-4.2%
Q4 2020$779,000
+14.7%
22,8560.0%0.26%
+1.6%
Q3 2020$679,000
+3.2%
22,856
+0.1%
0.26%
-3.0%
Q2 2020$658,000
-57.8%
22,823
-60.8%
0.26%
-60.3%
Q1 2020$1,560,000
-40.9%
58,276
-14.4%
0.67%
-21.2%
Q4 2019$2,640,000
-3.1%
68,053
-1.3%
0.85%
-6.2%
Q3 2019$2,724,000
+1.5%
68,924
-0.5%
0.90%
-3.5%
Q2 2019$2,684,000
-3.9%
69,260
-2.6%
0.94%
+1.5%
Q1 2019$2,794,000
+0.7%
71,136
-9.4%
0.92%
-4.1%
Q4 2018$2,775,000
-1.3%
78,515
+6.9%
0.96%
+12.5%
Q3 2018$2,811,000
-17.0%
73,479
-13.2%
0.85%
-19.8%
Q1 2018$3,388,000
+5.3%
84,647
+6.5%
1.06%
+5.9%
Q4 2017$3,219,000
+5.2%
79,513
-0.2%
1.00%
+2.3%
Q3 2017$3,059,000
+5.5%
79,709
+4.7%
0.98%
-0.7%
Q2 2017$2,900,000
+7.3%
76,115
+5.4%
0.99%
+5.8%
Q1 2017$2,702,000
+7.9%
72,238
+4.1%
0.94%
+3.7%
Q4 2016$2,505,000
-28.3%
69,416
-17.1%
0.90%
-27.4%
Q3 2016$3,492,000
-4.1%
83,716
-4.7%
1.24%
-5.9%
Q2 2016$3,642,000
-0.0%
87,8610.0%1.32%
-2.4%
Q1 2016$3,643,000
-4.4%
87,861
-9.8%
1.35%
+4.2%
Q4 2015$3,810,000
+10.3%
97,399
+10.9%
1.30%
+5.0%
Q3 2015$3,455,000
-7.9%
87,834
-2.0%
1.24%
-2.9%
Q2 2015$3,750,000
-5.9%
89,584
-0.9%
1.27%
-3.2%
Q1 2015$3,985,000
-0.4%
90,412
+0.8%
1.32%
-2.2%
Q4 2014$4,002,000
+110.3%
89,681
+99.3%
1.35%
+93.9%
Q3 2014$1,903,000
-5.9%
45,003
-1.6%
0.69%
-7.8%
Q2 2014$2,023,000
+6.9%
45,725
-0.5%
0.75%
+1.3%
Q1 2014$1,893,000
+0.5%
45,975
+0.6%
0.74%
+0.7%
Q4 2013$1,883,000
+123.9%
45,695
+128.9%
0.74%
+100.5%
Q3 2013$841,000
+0.4%
19,966
-4.9%
0.37%
-6.6%
Q2 2013$838,00020,9980.39%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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