M Holdings Securities, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 239 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$249
-99.9%
6,092
+6.1%
0.03%
+4.0%
Q3 2022$222,000
-23.2%
5,742
-12.3%
0.02%
-13.8%
Q2 2022$289,000
-39.4%
6,551
-25.8%
0.03%
-19.4%
Q1 2022$477,000
+84.9%
8,826
+61.5%
0.04%
+56.5%
Q1 2021$258,000
-63.1%
5,464
-59.8%
0.02%
-88.8%
Q4 2019$700,000
-0.6%
13,593
+0.2%
0.20%
-5.1%
Q3 2019$704,000
+5.5%
13,570
+1.6%
0.22%
-4.4%
Q2 2019$667,000
+12.5%
13,357
+12.6%
0.23%
+65.0%
Q1 2019$593,000
-33.1%
11,861
-40.8%
0.14%
-50.2%
Q4 2018$887,000
-10.7%
20,039
-4.0%
0.28%
+5.8%
Q3 2018$993,000
-14.4%
20,873
-13.4%
0.26%
-18.5%
Q2 2018$1,160,000
-81.6%
24,105
-82.4%
0.32%
-83.5%
Q1 2018$6,321,000
-45.1%
136,602
-68.6%
1.93%
+11.3%
Q4 2017$11,520,000
+6.1%
435,300
+91.4%
1.73%
-49.4%
Q3 2017$10,860,000
+0.4%
227,388
+0.2%
3.43%
-7.2%
Q2 2017$10,817,000
+3.1%
226,822
+1.7%
3.69%
-8.8%
Q1 2017$10,496,000
-1.3%
222,930
-1.8%
4.04%
+9.8%
Q4 2016$10,633,000
+44.6%
226,909
+53.8%
3.68%
+10.0%
Q3 2016$7,352,000
-0.4%
147,572
+0.6%
3.35%
-11.4%
Q2 2016$7,385,000
+9.5%
146,652
+6.5%
3.78%
-8.4%
Q1 2016$6,744,000
+7.8%
137,711
+3.1%
4.13%
-1.3%
Q4 2015$6,254,000
+4.1%
133,622
+0.5%
4.18%
-2.1%
Q3 2015$6,005,000
+16.0%
132,962
+17.7%
4.27%
+23.5%
Q2 2015$5,175,000
-6.8%
112,949
+1.1%
3.46%
-4.6%
Q1 2015$5,551,000
+21.1%
111,713
+16.4%
3.62%
+22.0%
Q4 2014$4,582,000
+13.9%
95,991
+5.6%
2.97%
+32.3%
Q3 2014$4,024,000
-2.7%
90,859
+2.5%
2.25%
-15.0%
Q2 2014$4,137,000
+34.7%
88,675
+19.9%
2.64%
+20.8%
Q4 2013$3,071,00073,9472.19%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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