UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 244 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$224,000
-20.0%
4,154
-16.3%
0.00%0.0%
Q4 2021$280,000
-4.4%
4,961
-13.5%
0.00%0.0%
Q3 2021$293,000
-34.0%
5,738
-33.5%
0.00%
-50.0%
Q2 2021$444,000
+97.3%
8,625
+70.7%
0.00%
+100.0%
Q4 2020$225,000
-10.0%
5,054
+4.2%
0.00%
-50.0%
Q4 2019$250,000
-4.2%
4,848
-3.6%
0.00%0.0%
Q3 2019$261,000
-39.6%
5,028
-41.9%
0.00%
-33.3%
Q2 2019$432,000
+65.5%
8,649
+66.0%
0.00%
+50.0%
Q1 2019$261,000
+17.6%
5,211
+4.0%
0.00%0.0%
Q4 2018$222,000
-7.9%
5,010
-1.2%
0.00%0.0%
Q3 2018$241,000
+9.5%
5,070
+10.7%
0.00%0.0%
Q2 2018$220,000
-23.3%
4,578
-26.3%
0.00%0.0%
Q1 2018$287,000
-11.1%
6,208
-6.1%
0.00%
-33.3%
Q4 2017$323,000
+2.2%
6,6100.0%0.00%0.0%
Q3 2017$316,000
+1.6%
6,610
+1.2%
0.00%0.0%
Q2 2017$311,000
+44.0%
6,531
+42.7%
0.00%
+50.0%
Q1 2017$216,000
+0.5%
4,5780.0%0.00%0.0%
Q4 2016$215,000
-14.0%
4,578
-8.9%
0.00%0.0%
Q3 2016$250,000
-0.8%
5,028
-0.4%
0.00%
-33.3%
Q2 2016$252,000
+4.1%
5,049
+2.3%
0.00%0.0%
Q1 2016$242,000
-39.3%
4,937
-42.1%
0.00%
-40.0%
Q4 2015$399,000
+3.6%
8,5220.0%0.01%0.0%
Q3 2015$385,000
-3.8%
8,522
-2.3%
0.01%0.0%
Q2 2015$400,000
+40.8%
8,723
+48.7%
0.01%
+66.7%
Q1 2015$284,0005,8680.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders