Modera Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 168 filers reported holding SPDR INDEX SHS FDS in Q4 2020. 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
Q2 2022$201,000
-26.4%
7,136
-10.7%
0.01%
-16.7%
Q1 2022$273,000
-22.7%
7,991
-19.5%
0.01%
-7.7%
Q4 2021$353,000
-1.7%
9,923
-1.7%
0.01%
-27.8%
Q3 2021$359,000
-8.7%
10,099
-5.7%
0.02%
-14.3%
Q2 2021$393,000
+1.3%
10,712
-4.9%
0.02%
-16.0%
Q1 2021$388,000
-1.8%
11,266
-2.8%
0.02%
-19.4%
Q4 2020$395,000
+14.2%
11,589
-0.6%
0.03%
-39.2%
Q3 2020$346,000
-3.9%
11,655
-6.6%
0.05%
-10.5%
Q2 2020$360,000
-7.2%
12,485
-13.8%
0.06%
-29.6%
Q1 2020$388,000
-31.2%
14,481
-0.4%
0.08%
-8.0%
Q4 2019$564,000
-2.1%
14,535
-0.2%
0.09%
-8.3%
Q3 2019$576,000
+1.1%
14,570
-0.9%
0.10%
-7.7%
Q2 2019$570,000
-7.0%
14,709
-5.7%
0.10%
-9.6%
Q1 2019$613,000
+10.3%
15,595
-0.9%
0.12%
+4.5%
Q4 2018$556,000
-9.7%
15,729
-2.3%
0.11%
-12.0%
Q3 2018$616,000
-7.5%
16,094
-5.4%
0.12%
-10.7%
Q2 2018$666,000
-16.6%
17,016
-14.7%
0.14%
-15.7%
Q1 2018$799,000
-2.3%
19,955
-1.2%
0.17%
-5.7%
Q4 2017$818,000
+5.5%
20,197
+0.0%
0.18%
+0.6%
Q3 2017$775,000
+0.8%
20,193
+0.0%
0.18%
-6.4%
Q2 2017$769,000
+0.4%
20,186
-1.5%
0.19%
-2.6%
Q1 2017$766,000
+0.1%
20,487
-3.4%
0.19%
-25.6%
Q4 2016$765,000
-17.4%
21,216
-4.4%
0.26%
-16.8%
Q3 2016$926,000
-3.5%
22,195
-4.2%
0.31%
-7.7%
Q2 2016$960,000
-1.0%
23,163
-1.0%
0.34%
-0.9%
Q1 2016$970,000
+2.4%
23,402
-3.4%
0.34%
-9.4%
Q4 2015$947,000
-7.2%
24,216
-6.6%
0.37%
-12.0%
Q3 2015$1,020,000
-6.2%
25,940
-0.2%
0.42%
-0.9%
Q2 2015$1,088,000
-4.8%
26,001
-1.4%
0.43%
-3.8%
Q1 2015$1,143,000
-1.4%
26,376
-5.4%
0.45%
-0.9%
Q4 2014$1,159,000
-0.2%
27,887
-0.5%
0.45%
-8.4%
Q3 2014$1,161,000
-7.0%
28,034
-0.7%
0.49%
-13.4%
Q2 2014$1,249,000
+6.1%
28,238
-1.2%
0.57%
+21.4%
Q1 2014$1,177,000
-3.1%
28,588
-3.1%
0.47%
+1.1%
Q4 2013$1,215,000
-6.8%
29,492
-4.7%
0.46%
-26.1%
Q3 2013$1,304,000
+4.3%
30,945
-1.2%
0.62%
-2.6%
Q2 2013$1,250,00031,3320.64%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,344,004$69,640,0002.81%
Alhambra Investment Management LLC 39,755$1,181,0001.42%
Schoolcraft Capital LLC 73,348$2,179,1641.02%
FIFTH THIRD SECURITIES, INC. 41,734$1,239,0000.66%
One Capital Management, LLC 163,578$4,860,0000.66%
Aspire Private Capital, LLC 49,343$1,466,0000.60%
Colorado Capital Management, Inc. 21,227$631,0000.52%
MANAGED ACCOUNT SERVICES INC 48,082$1,442,0000.45%
Investors Research Corp 26,867$798,0000.39%
Kohmann Bosshard Financial Services, LLC 30,390$903,0000.33%
View complete list of SPDR INDEX SHS FDS shareholders