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

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 217 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$526,109
-12.1%
22,124
-8.4%
0.00%0.0%
Q2 2023$598,592
-22.3%
24,166
-17.6%
0.00%
-25.0%
Q1 2023$770,740
+10.1%
29,328
+12.1%
0.00%0.0%
Q4 2022$700,116
+2.8%
26,153
-7.4%
0.00%0.0%
Q3 2022$681,000
-22.6%
28,257
-9.4%
0.00%
-20.0%
Q2 2022$880,000
-19.4%
31,181
-2.6%
0.01%0.0%
Q1 2022$1,092,000
+35.0%
32,002
+40.9%
0.01%
+25.0%
Q4 2021$809,000
-11.5%
22,717
-11.7%
0.00%
-20.0%
Q3 2021$914,000
-14.5%
25,741
-11.6%
0.01%0.0%
Q2 2021$1,069,000
+6.6%
29,1140.0%0.01%
-16.7%
Q1 2021$1,003,000
+1.7%
29,114
+0.7%
0.01%0.0%
Q4 2020$986,000
+15.7%
28,921
+0.8%
0.01%0.0%
Q3 2020$852,000
+0.4%
28,694
-2.6%
0.01%0.0%
Q2 2020$849,000
+7.6%
29,469
+0.0%
0.01%
-14.3%
Q1 2020$789,000
-31.2%
29,464
-0.4%
0.01%0.0%
Q4 2019$1,147,000
-4.4%
29,574
-2.6%
0.01%
-12.5%
Q3 2019$1,200,000
+4.3%
30,356
+2.3%
0.01%0.0%
Q2 2019$1,150,000
-15.3%
29,667
-14.2%
0.01%
-20.0%
Q1 2019$1,358,000
+30.3%
34,564
+17.3%
0.01%
+25.0%
Q4 2018$1,042,000
-26.5%
29,477
-20.4%
0.01%
-20.0%
Q3 2018$1,417,000
-5.0%
37,052
-2.8%
0.01%
-9.1%
Q2 2018$1,492,000
-4.4%
38,117
-2.3%
0.01%
-8.3%
Q1 2018$1,561,000
+3.3%
39,002
+4.5%
0.01%0.0%
Q4 2017$1,511,000
-5.9%
37,321
-10.7%
0.01%
-14.3%
Q3 2017$1,605,000
+2.7%
41,814
+1.9%
0.01%0.0%
Q2 2017$1,563,000
+3.9%
41,017
+2.0%
0.01%0.0%
Q1 2017$1,505,000
+10.6%
40,231
+6.6%
0.01%
+7.7%
Q4 2016$1,361,000
-26.2%
37,734
-14.6%
0.01%
-27.8%
Q3 2016$1,844,000
-3.3%
44,206
-4.9%
0.02%
-5.3%
Q2 2016$1,906,000
-8.5%
46,495
-7.5%
0.02%
-17.4%
Q1 2016$2,084,000
-4.6%
50,259
-10.0%
0.02%
-8.0%
Q4 2015$2,184,000
-23.2%
55,833
-22.8%
0.02%
-26.5%
Q3 2015$2,844,000
-5.5%
72,298
+0.5%
0.03%
-2.9%
Q2 2015$3,011,000
+32.4%
71,930
+40.2%
0.04%
+25.0%
Q1 2015$2,275,000
-15.4%
51,319
-20.7%
0.03%
+40.0%
Q4 2014$2,690,000
-53.6%
64,720
-53.7%
0.02%
-80.2%
Q3 2014$5,792,000
-25.3%
139,864
-20.2%
0.10%
-29.9%
Q2 2014$7,757,000
+166.8%
175,349
+148.3%
0.14%
+132.3%
Q1 2014$2,907,000
+182.5%
70,609
+182.6%
0.06%
+77.1%
Q4 2013$1,029,000
+6.4%
24,982
+8.8%
0.04%
+12.9%
Q3 2013$967,000
+20.9%
22,961
+14.5%
0.03%
+47.6%
Q2 2013$800,00020,0460.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2018
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,328,264$79,371,0002.51%
Innova Wealth Partners 52,379$1,786,0001.67%
Alhambra Investment Management LLC 81,258$2,770,0001.48%
Schoolcraft Capital LLC 75,260$2,565,6011.08%
Stamos Capital Partners, L.P. 43,900$1,497,0000.64%
One Capital Management, LLC 153,764$5,242,0000.63%
Aspire Private Capital, LLC 47,745$1,628,0000.62%
FIFTH THIRD SECURITIES, INC. 38,675$1,319,0000.62%
Colorado Capital Management, Inc. 21,227$724,0000.53%
MANAGED ACCOUNT SERVICES INC 47,254$1,607,0000.43%
View complete list of SPDR INDEX SHS FDS shareholders