Surevest, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 218 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$707,000
-6.7%
29,313
+9.1%
0.19%
-3.5%
Q2 2022$758,000
-15.2%
26,874
+2.6%
0.20%
-7.9%
Q1 2022$894,000
+1046.2%
26,204
+1096.5%
0.22%
+1100.0%
Q4 2021$78,000
-63.6%
2,190
-63.8%
0.02%
-89.3%
Q4 2018$214,0006,0470.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2019
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,004,677$23,891,2271.77%
AWM CAPITAL, LLC 259,255$6,165,0781.25%
Schoolcraft Capital LLC 115,128$2,737,7440.77%
Idaho Trust Bank 46,361$1,101,9280.72%
RPg Family Wealth Advisory, LLC 69,161$1,644,6490.68%
BBJS FINANCIAL ADVISORS, LLC 65,695$1,562,2220.59%
MARYLAND CAPITAL ADVISORS INC. 29,497$701,4390.54%
Aletheian Wealth Advisors LLC 22,326$530,9120.41%
Upper Left Wealth Management, LLC 14,327$340,6970.35%
Innova Wealth Partners 15,466$367,7930.33%
View complete list of SPDR INDEX SHS FDS shareholders