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

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 220 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$8,0000.0%2270.0%0.00%
Q3 2021$8,0000.0%2270.0%0.00%
Q2 2021$8,000
+14.3%
2270.0%0.00%
Q1 2021$7,0000.0%2270.0%0.00%
Q4 2020$7,000
-12.5%
227
-21.5%
0.00%
-100.0%
Q3 2020$8,000
-20.0%
289
-17.9%
0.00%0.0%
Q2 2020$10,000
+11.1%
3520.0%0.00%0.0%
Q1 2020$9,000
+12.5%
352
+55.1%
0.00%0.0%
Q4 2019$8,0000.0%2270.0%0.00%0.0%
Q3 2019$8,000
-46.7%
227
-44.5%
0.00%0.0%
Q2 2019$15,000
-50.0%
409
-47.8%
0.00%
-66.7%
Q1 2019$30,000
+114.3%
783
+91.4%
0.00%
+50.0%
Q4 2018$14,000
+27.3%
409
+40.1%
0.00%
+100.0%
Q3 2018$11,000
+450.0%
292
+378.7%
0.00%
Q1 2018$2,0000.0%610.0%0.00%
Q4 2017$2,000
-50.0%
61
-49.6%
0.00%
Q3 2017$4,0000.0%1210.0%0.00%
Q2 2017$4,000
-20.0%
121
-13.6%
0.00%
-100.0%
Q1 2017$5,0000.0%1400.0%0.00%0.0%
Q4 2016$5,000
-37.5%
140
-30.3%
0.00%0.0%
Q3 2016$8,000201
+957.9%
0.00%
Q2 2016$0190.0%0.00%
Q1 2016$0190.0%0.00%
Q4 2015$0190.0%0.00%
Q3 2015$0
-100.0%
190.0%0.00%
Q2 2015$1,0000.0%190.0%0.00%
Q1 2015$1,0000.0%190.0%0.00%
-100.0%
Q4 2014$1,000190.0%0.00%
Q3 2014$0
-100.0%
190.0%0.00%
Q2 2014$1,0000.0%190.0%0.00%
Q1 2014$1,0000.0%19
-47.2%
0.00%
Q3 2013$1,000360.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2018
NameSharesValueWeighting ↓
INTEGRATED WEALTH COUNSEL, LLC 192,518$7,531,00012.02%
ASPIRIANT, LLC 2,353,359$92,063,00010.12%
SIGNATUREFD, LLC 849,528$33,234,0006.44%
BOK Financial Private Wealth, Inc. 732,336$28,649,0004.91%
Gibson Capital, LLC 312,397$12,173,0004.34%
VALENTINE VENTURES LLC 71,052$2,780,0003.18%
Valmark Advisers, Inc. 2,968,734$114,822,0002.95%
CONNABLE OFFICE INC 262,013$10,250,0002.95%
MISSION WEALTH MANAGEMENT, LP 225,025$8,803,0002.48%
TD Ameritrade Trust Co 199,089$7,788,0002.25%
View complete list of SPDR INDEX SHS FDS shareholders