Evercore Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 182 filers reported holding SPDR INDEX SHS FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2021$291,000
-5.5%
8,452
-6.4%
0.01%
-14.3%
Q4 2020$308,000
+17.1%
9,034
+2.1%
0.01%
+16.7%
Q3 2020$263,000
-58.1%
8,852
-59.3%
0.01%
-64.7%
Q2 2020$627,000
+7.7%
21,7450.0%0.02%
-10.5%
Q1 2020$582,000
-31.0%
21,7450.0%0.02%
-17.4%
Q4 2019$843,000
-1.9%
21,7450.0%0.02%
-8.0%
Q3 2019$859,000
+1.9%
21,7450.0%0.02%
-3.8%
Q2 2019$843,000
-1.3%
21,7450.0%0.03%
-7.1%
Q1 2019$854,000
+6.1%
21,745
-4.6%
0.03%
-6.7%
Q4 2018$805,000
-8.5%
22,785
-0.9%
0.03%
+7.1%
Q3 2018$880,000
-16.0%
23,003
-14.0%
0.03%
-22.2%
Q2 2018$1,047,000
+1.7%
26,740
+4.0%
0.04%
-7.7%
Q1 2018$1,029,000
-1.2%
25,7000.0%0.04%0.0%
Q4 2017$1,041,000
+2.8%
25,700
-2.7%
0.04%0.0%
Q3 2017$1,013,000
-14.5%
26,400
-15.1%
0.04%
-15.2%
Q2 2017$1,185,000
-1.1%
31,100
-2.9%
0.05%
-2.1%
Q1 2017$1,198,000
-15.8%
32,040
-18.8%
0.05%
-20.3%
Q4 2016$1,423,000
-18.4%
39,440
-5.7%
0.06%
-18.1%
Q3 2016$1,744,000
+2.2%
41,822
+1.6%
0.07%
-4.0%
Q2 2016$1,707,000
+5.1%
41,172
+5.1%
0.08%
+4.2%
Q1 2016$1,624,000
-6.0%
39,172
-11.3%
0.07%
-10.0%
Q4 2015$1,728,000
-12.6%
44,170
-12.1%
0.08%
-14.9%
Q3 2015$1,977,000
-39.0%
50,266
-35.1%
0.09%
-35.6%
Q2 2015$3,241,000
+40.6%
77,399
+45.5%
0.15%
+37.7%
Q1 2015$2,305,000
-26.1%
53,190
-29.4%
0.11%
-32.1%
Q3 2014$3,120,000
+52.7%
75,358
+63.2%
0.16%
+48.6%
Q2 2014$2,043,000
+7.3%
46,166
-0.2%
0.10%
-1.9%
Q1 2014$1,904,000
-25.6%
46,258
-25.5%
0.11%
-24.1%
Q4 2013$2,558,000
+122.0%
62,127
+127.3%
0.14%
+113.6%
Q3 2013$1,152,000
+4.3%
27,337
-1.4%
0.07%
+4.8%
Q2 2013$1,105,00027,7270.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2017
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