Creative Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 172 filers reported holding SPDR INDEX SHS FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$726,840
-12.1%
19,027
-5.5%
0.00%0.0%
Q2 2023$826,641
-3.1%
20,128
-2.9%
0.00%0.0%
Q1 2023$853,358
-17.1%
20,733
-17.6%
0.00%
-50.0%
Q4 2022$1,028,922
-1.6%
25,157
-6.9%
0.00%0.0%
Q3 2022$1,046,000
-12.8%
27,025
-0.6%
0.00%0.0%
Q2 2022$1,200,000
-18.4%
27,175
-0.2%
0.00%0.0%
Q1 2022$1,470,000
-4.2%
27,218
+0.3%
0.00%0.0%
Q4 2021$1,535,000
+11.8%
27,149
+1.0%
0.00%0.0%
Q3 2021$1,373,000
+4.5%
26,888
+5.3%
0.00%0.0%
Q2 2021$1,314,000
-8.9%
25,523
-16.4%
0.00%
-33.3%
Q1 2021$1,442,000
+34.0%
30,547
+26.2%
0.00%
+50.0%
Q4 2020$1,076,000
+12.9%
24,207
+0.3%
0.00%0.0%
Q3 2020$953,000
+310.8%
24,133
+306.6%
0.00%
+100.0%
Q2 2020$232,000
-8.3%
5,935
-15.7%
0.00%0.0%
Q1 2020$253,000
-39.5%
7,039
-13.2%
0.00%0.0%
Q4 2019$418,000
+43.6%
8,112
+44.7%
0.00%0.0%
Q3 2019$291,000
-2.3%
5,607
-6.1%
0.00%0.0%
Q2 2019$298,000
+15.1%
5,971
+9.6%
0.00%0.0%
Q3 2018$259,000
+14.6%
5,447
+16.0%
0.00%0.0%
Q2 2018$226,000
-6.2%
4,696
-4.6%
0.00%0.0%
Q4 2017$241,000
+2.1%
4,924
-0.3%
0.00%0.0%
Q3 2017$236,000
+7.8%
4,940
+7.5%
0.00%0.0%
Q2 2017$219,000
-27.2%
4,594
-28.1%
0.00%
-50.0%
Q1 2017$301,000
+124.6%
6,392
+123.7%
0.00%
+100.0%
Q4 2016$134,000
-30.9%
2,857
-26.5%
0.00%0.0%
Q3 2016$194,000
+55.2%
3,887
+56.9%
0.00%0.0%
Q2 2016$125,000
-6.0%
2,478
-8.7%
0.00%0.0%
Q1 2016$133,000
+10.8%
2,713
+5.6%
0.00%0.0%
Q4 2015$120,000
-6.2%
2,568
-9.7%
0.00%0.0%
Q3 2015$128,000
+54.2%
2,845
+70.4%
0.00%0.0%
Q1 2015$83,000
-26.5%
1,670
-29.7%
0.00%0.0%
Q4 2014$113,000
-32.3%
2,377
-36.7%
0.00%
-50.0%
Q3 2014$167,000
-5.6%
3,758
-0.8%
0.00%0.0%
Q2 2014$177,000
+27.3%
3,788
+18.9%
0.00%0.0%
Q1 2014$139,000
-27.2%
3,186
-30.9%
0.00%
-33.3%
Q4 2013$191,000
-7.3%
4,608
-5.2%
0.00%
-25.0%
Q3 2013$206,000
+79.1%
4,862
+78.2%
0.00%
+33.3%
Q2 2013$115,0002,7280.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2015
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