OARSMAN CAPITAL, 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
OARSMAN CAPITAL, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$235,923
+16.0%
6,176
+24.7%
0.10%
+11.2%
Q2 2023$203,379
+0.5%
4,952
+0.7%
0.09%
-6.3%
Q1 2023$202,384
-41.5%
4,917
-41.9%
0.10%
-46.3%
Q4 2022$345,860
-36.2%
8,456
-39.6%
0.18%
-39.0%
Q3 2022$542,000
-14.1%
14,011
-1.9%
0.29%
-7.3%
Q2 2022$631,000
-17.7%
14,285
+0.5%
0.31%
+4.3%
Q1 2022$767,000
-1.8%
14,210
+2.8%
0.30%
-2.6%
Q4 2021$781,000
+9.1%
13,819
-1.5%
0.31%
+6.2%
Q3 2021$716,000
-2.6%
14,031
-1.7%
0.29%
-0.7%
Q2 2021$735,000
+10.5%
14,276
+1.3%
0.29%
+1.4%
Q1 2021$665,000
-47.8%
14,086
-50.9%
0.29%
-41.8%
Q4 2020$1,274,000
+22.6%
28,660
+9.0%
0.50%
+5.8%
Q3 2020$1,039,000
+6.8%
26,301
+5.4%
0.47%
-2.7%
Q2 2020$973,000
+31.1%
24,942
+21.1%
0.48%
-29.8%
Q1 2020$742,000
-38.3%
20,602
-11.8%
0.68%
+24.5%
Q4 2019$1,203,000
+0.9%
23,359
+1.6%
0.55%
-3.0%
Q3 2019$1,192,000
+0.3%
22,987
-3.5%
0.57%
+5.2%
Q2 2019$1,189,000
-1.3%
23,830
-1.1%
0.54%
-5.8%
Q1 2019$1,205,000
+13.5%
24,085
+0.4%
0.57%
+5.1%
Q4 2018$1,062,000
-7.4%
23,992
-0.5%
0.54%
+17.7%
Q3 2018$1,147,000
+2.8%
24,121
+4.0%
0.46%
-8.9%
Q2 2018$1,116,000
+16.9%
23,198
+12.4%
0.51%
+16.6%
Q1 2018$955,000
+0.4%
20,646
+6.2%
0.44%
+6.4%
Q4 2017$951,000
-38.8%
19,447
-40.2%
0.41%
-37.7%
Q3 2017$1,553,000
+2.0%
32,516
+1.8%
0.66%
-5.7%
Q2 2017$1,523,000
+10.5%
31,932
+9.1%
0.70%
+8.6%
Q1 2017$1,378,000
+42.2%
29,265
+41.5%
0.64%
+2.7%
Q4 2016$969,000
-24.7%
20,684
-19.9%
0.62%
-4.9%
Q3 2016$1,286,000
+2.3%
25,818
+3.4%
0.66%
+0.5%
Q2 2016$1,257,000
+25.8%
24,959
+22.4%
0.65%
+23.0%
Q1 2016$999,000
+7.5%
20,399
+2.8%
0.53%
+2.1%
Q4 2015$929,000
+5.1%
19,841
+1.3%
0.52%
-0.4%
Q3 2015$884,000
+2.9%
19,580
+4.4%
0.52%
-10.9%
Q2 2015$859,000
-1.4%
18,746
+7.0%
0.59%
-2.7%
Q1 2015$871,000
+10.8%
17,525
+6.4%
0.60%
+6.2%
Q4 2014$786,000
+13.9%
16,475
+5.9%
0.57%
+11.4%
Q3 2014$690,000
+1.5%
15,564
+6.8%
0.51%
+3.2%
Q2 2014$680,000
+12.8%
14,568
+5.6%
0.49%
+6.0%
Q1 2014$603,000
+10.8%
13,798
+5.3%
0.46%
+6.4%
Q4 2013$544,000
+10.6%
13,108
+12.7%
0.44%
+1.6%
Q3 2013$492,000
+10.6%
11,633
+9.9%
0.43%
+2.1%
Q2 2013$445,00010,5820.42%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2017
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