IMA Wealth, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 204 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$12,385
-5.7%
5000.0%0.00%0.0%
Q1 2023$13,140
-1.8%
5000.0%0.00%
-25.0%
Q4 2022$13,385
+11.5%
5000.0%0.00%
+33.3%
Q3 2022$12,000
-14.3%
5000.0%0.00%0.0%
Q2 2022$14,000
-17.6%
5000.0%0.00%
-25.0%
Q1 2022$17,000
-5.6%
5000.0%0.00%0.0%
Q4 2021$18,0000.0%5000.0%0.00%0.0%
Q3 2021$18,0000.0%5000.0%0.00%0.0%
Q2 2021$18,000
-83.6%
500
-84.3%
0.00%
-85.2%
Q1 2021$110,000
-24.7%
3,186
-25.4%
0.03%
-34.1%
Q4 2020$146,000
-73.1%
4,269
-76.6%
0.04%
-77.5%
Q3 2020$542,000
+0.7%
18,243
-2.3%
0.18%
-6.7%
Q2 2020$538,000
+22.8%
18,672
+14.1%
0.20%
+1.0%
Q1 2020$438,000
-38.8%
16,371
-11.3%
0.19%
-27.4%
Q4 2019$716,000
-10.1%
18,461
-8.4%
0.27%
-11.6%
Q3 2019$796,000
-3.5%
20,151
-5.3%
0.30%
-2.3%
Q2 2019$825,000
-5.6%
21,287
-4.3%
0.31%
-9.1%
Q1 2019$874,000
+0.3%
22,238
-9.8%
0.34%
-16.5%
Q4 2018$871,000
-28.2%
24,658
-22.2%
0.41%
-14.3%
Q3 2018$1,213,000
-13.9%
31,707
-11.9%
0.47%
-19.3%
Q2 2018$1,409,000
-6.9%
36,005
-4.8%
0.59%
-12.8%
Q1 2018$1,513,000
-4.0%
37,802
-2.9%
0.67%
-4.5%
Q4 2017$1,576,000
-3.3%
38,918
-8.4%
0.70%
-6.7%
Q3 2017$1,630,000
-8.6%
42,473
-9.3%
0.76%
-11.9%
Q2 2017$1,784,000
-0.6%
46,830
-2.4%
0.86%
-5.0%
Q1 2017$1,794,000
-39.4%
47,962
-41.5%
0.90%
-50.5%
Q4 2016$2,959,000
-19.8%
82,011
-7.3%
1.82%
-13.6%
Q3 2016$3,690,000
+1.7%
88,461
+1.0%
2.11%
-7.4%
Q2 2016$3,630,000
+0.3%
87,577
+0.3%
2.28%
+8.5%
Q1 2016$3,619,000
+6.3%
87,290
-4.5%
2.10%
+1.6%
Q4 2015$3,403,000
-19.8%
91,400
-16.8%
2.07%
-23.2%
Q3 2015$4,243,000
+55.7%
109,850
+68.8%
2.69%
+107.5%
Q2 2015$2,725,000
-3.0%
65,095
+0.4%
1.30%
-5.1%
Q1 2015$2,808,000
+22.4%
64,830
+17.4%
1.36%
+15.1%
Q4 2014$2,295,000
+184.7%
55,200
+183.7%
1.19%
+212.1%
Q3 2014$806,000
+271.4%
19,460
+297.1%
0.38%
+283.8%
Q2 2014$217,0004,9000.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
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