Heritage Wealth Advisors - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 232 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$819
-7.0%
210.0%0.00%
Q2 2023$881
-0.2%
210.0%0.00%
Q1 2023$883
+0.7%
210.0%0.00%
Q4 2022$877
-12.3%
210.0%0.00%
Q3 2022$1,0000.0%210.0%0.00%
Q2 2022$1,0000.0%210.0%0.00%
Q1 2022$1,0000.0%210.0%0.00%
Q4 2021$1,000
-99.9%
210.0%0.00%
Q3 2021$1,095,000
-0.8%
210.0%0.00%
Q2 2021$1,104,000
+9.1%
210.0%0.00%
Q1 2021$1,012,000
+101100.0%
210.0%0.00%
Q4 2020$1,000
-99.9%
210.0%0.00%
Q3 2020$847,000
+1.2%
21
-99.9%
0.00%
Q2 2020$837,000
+8.4%
14,979
+71228.6%
0.00%
Q1 2020$772,000
-30.1%
210.0%0.00%
Q4 2019$1,105,000
+110400.0%
210.0%0.00%
Q3 2019$1,000
-99.9%
210.0%0.00%
Q2 2019$1,070,000
-0.3%
210.0%0.00%
Q1 2019$1,073,000210.0%0.00%
Q4 2018$0
-100.0%
210.0%0.00%
Q3 2018$1,000210.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,595,455$79,821,0006.56%
Tradewinds Capital Management, LLC 263,177$13,167,0004.83%
FC Advisory LLC 136,117$6,810,0004.32%
St. Louis Trust Co 257,266$12,871,0004.14%
Maxim Capital Management LLC 83,088$4,157,0003.87%
HHM Wealth Advisors, LLC 115,685$5,788,0003.70%
PDS Planning, Inc 83,844$4,195,0003.26%
JFS WEALTH ADVISORS, LLC 234,895$11,752,0003.06%
Sharkey, Howes & Javer 120,058$6,007,0002.80%
NICOLET ADVISORY SERVICES, LLC 294,916$14,755,0002.50%
View complete list of SPDR INDEX SHS FDS shareholders