Modera Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 210 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$11,073,940
-12.0%
289,894
-5.4%
0.21%
-8.3%
Q2 2023$12,584,439
-14.2%
306,414
-14.0%
0.23%
-59.9%
Q1 2023$14,661,902
-9.6%
356,217
-10.1%
0.57%
-13.7%
Q4 2022$16,212,563
+0.4%
396,395
-5.0%
0.66%
-19.4%
Q3 2022$16,151,000
-1.2%
417,459
+12.7%
0.82%
+5.0%
Q2 2022$16,353,000
-0.4%
370,487
+21.9%
0.78%
+7.3%
Q1 2022$16,414,000
-6.5%
303,904
-2.2%
0.73%
+8.4%
Q4 2021$17,563,000
+12.9%
310,685
+2.0%
0.67%
-16.0%
Q3 2021$15,551,000
-1.9%
304,559
-1.1%
0.80%
-6.8%
Q2 2021$15,859,000
+7.5%
308,005
-1.4%
0.86%
-10.6%
Q1 2021$14,746,000
+5.8%
312,293
-0.4%
0.96%
-13.4%
Q4 2020$13,942,000
+18.6%
313,577
+5.4%
1.11%
-36.5%
Q3 2020$11,754,000
+9.9%
297,574
+8.6%
1.74%
+2.1%
Q2 2020$10,695,000
+67.3%
274,022
+54.3%
1.71%
+27.4%
Q1 2020$6,391,000
+31.6%
177,539
+88.3%
1.34%
+76.5%
Q4 2019$4,858,000
+0.3%
94,287
+1.0%
0.76%
-5.7%
Q3 2019$4,842,000
-3.6%
93,359
-7.3%
0.80%
-12.2%
Q2 2019$5,025,000
-1.9%
100,706
-1.6%
0.92%
-4.4%
Q1 2019$5,121,000
+17.3%
102,361
+3.8%
0.96%
+11.5%
Q4 2018$4,367,000
+134.4%
98,658
+152.0%
0.86%
+128.1%
Q3 2018$1,863,000
-1.8%
39,153
-0.7%
0.38%
-5.8%
Q2 2018$1,898,000
+34.7%
39,442
+29.5%
0.40%
+37.0%
Q1 2018$1,409,000
+22.0%
30,461
+29.0%
0.29%
+17.3%
Q4 2017$1,155,000
+0.2%
23,622
-2.2%
0.25%
-4.2%
Q3 2017$1,153,000
+1.9%
24,147
+1.8%
0.26%
-5.5%
Q2 2017$1,132,000
+0.4%
23,728
-0.9%
0.28%
-2.5%
Q1 2017$1,127,000
-2.4%
23,943
-2.8%
0.28%
-27.7%
Q4 2016$1,155,000
+75.3%
24,645
+86.3%
0.39%
+76.5%
Q3 2016$659,000
-1.9%
13,226
-0.8%
0.22%
-6.0%
Q2 2016$672,000
+10.7%
13,339
+7.6%
0.24%
+10.8%
Q1 2016$607,000
+4.5%
12,396
-0.2%
0.21%
-7.8%
Q4 2015$581,000
-14.2%
12,423
-17.1%
0.23%
-18.4%
Q3 2015$677,000
+5.8%
14,982
+7.2%
0.28%
+11.9%
Q2 2015$640,000
+84.4%
13,972
+99.9%
0.25%
+86.7%
Q1 2015$347,000
-6.0%
6,990
-9.5%
0.14%
-5.6%
Q4 2014$369,000
+21.4%
7,721
+12.5%
0.14%
+10.9%
Q3 2014$304,000
-5.0%
6,8660.0%0.13%
-11.0%
Q2 2014$320,0000.0%6,866
-6.3%
0.14%
+14.2%
Q1 2014$320,000
+4.9%
7,324
-0.1%
0.13%
+9.5%
Q4 2013$305,0007,3340.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 149,306$5,703,4973.70%
Orin Green Financial, LLC 98,234$3,752,5122.08%
FSM Wealth Advisors, LLC 107,031$4,088,5952.06%
Quent Capital, LLC 333,206$12,728,4561.99%
Rappaport Reiches Capital Management, LLC 83,284$3,181,4511.34%
DHK Financial Advisors, Inc. 39,108$1,493,9391.33%
MATRIX PRIVATE CAPITAL GROUP LLC 40,207$1,535,9121.14%
Brooklyn FI, LLC 53,890$2,058,5981.11%
Israel Discount Bank of New York 28,437$1,086,2930.90%
Hills Bank & Trust Co 185,750$7,095,6500.82%
View complete list of SPDR INDEX SHS FDS shareholders