Carroll Financial Associates, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 237 filers reported holding SPDR INDEX SHS FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2020$10,000
+11.1%
2740.0%0.00%0.0%
Q1 2020$9,000
-40.0%
274
-7.7%
0.00%0.0%
Q4 2019$15,000
+7.1%
297
+8.4%
0.00%0.0%
Q3 2019$14,000
+7.7%
2740.0%0.00%0.0%
Q2 2019$13,0000.0%2740.0%0.00%0.0%
Q1 2019$13,000
-55.2%
274
-57.8%
0.00%
-66.7%
Q4 2018$29,000
-3.3%
6500.0%0.00%0.0%
Q3 2018$30,000
-3.2%
6500.0%0.00%0.0%
Q2 2018$31,000
-38.0%
650
-40.7%
0.00%
-40.0%
Q1 2018$50,000
-26.5%
1,096
-22.3%
0.01%
-28.6%
Q4 2017$68,000
-15.0%
1,410
-16.2%
0.01%
-22.2%
Q3 2017$80,000
+40.4%
1,682
+40.0%
0.01%
+28.6%
Q2 2017$57,000
-94.8%
1,201
-94.8%
0.01%
-95.0%
Q1 2017$1,091,000
+87.8%
23,189
+87.0%
0.14%
+67.5%
Q4 2016$581,000
+24.1%
12,401
+31.9%
0.08%
+18.6%
Q3 2016$468,000
+55.5%
9,401
+56.8%
0.07%
+40.0%
Q2 2016$301,000
+96.7%
5,994
+90.8%
0.05%
+78.6%
Q1 2016$153,000
+57.7%
3,142
+51.1%
0.03%
+40.0%
Q4 2015$97,000
+76.4%
2,079
+80.3%
0.02%
+66.7%
Q3 2015$55,0001,1530.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Emerson Wealth, LLC 218,207$8,517,0006.02%
Sequoia Financial Advisors, LLC 1,701,434$66,407,0003.93%
HHM Wealth Advisors, LLC 214,579$8,375,0003.50%
FC Advisory LLC 149,515$5,836,0003.47%
JFS WEALTH ADVISORS, LLC 263,280$10,276,0002.66%
Maxim Capital Management LLC 76,141$2,977,0002.66%
St. Louis Trust Co 223,904$8,738,0002.62%
Waldron Private Wealth LLC 631,128$24,632,0002.18%
Intelligence Driven Advisers, LLC 267,922$10,456,0001.86%
MATRIX PRIVATE CAPITAL GROUP LLC 42,822$1,671,0001.84%
View complete list of SPDR INDEX SHS FDS shareholders