Private Ocean, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 177 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$60,805
-4.0%
2,5570.0%0.01%0.0%
Q2 2023$63,337
-8.6%
2,557
-3.0%
0.01%
-11.1%
Q1 2023$69,274
-1.8%
2,6360.0%0.01%0.0%
Q4 2022$70,566
+12.0%
2,6360.0%0.01%
-10.0%
Q3 2022$63,000
-14.9%
2,6360.0%0.01%
-9.1%
Q2 2022$74,000
-17.8%
2,6360.0%0.01%0.0%
Q1 2022$90,000
-4.3%
2,6360.0%0.01%0.0%
Q4 2021$94,000
-6.9%
2,636
-7.1%
0.01%
-8.3%
Q3 2021$101,000
-2.9%
2,8360.0%0.01%
-14.3%
Q2 2021$104,000
+2.0%
2,836
-4.5%
0.01%
-22.2%
Q1 2021$102,000
+1.0%
2,9710.0%0.02%
-10.0%
Q4 2020$101,000
+14.8%
2,9710.0%0.02%
-4.8%
Q3 2020$88,000
+3.5%
2,9710.0%0.02%0.0%
Q2 2020$85,000
+7.6%
2,9710.0%0.02%
-4.5%
Q1 2020$79,000
-31.9%
2,9710.0%0.02%
-21.4%
Q4 2019$116,000
-1.7%
2,9710.0%0.03%
-3.4%
Q3 2019$118,000
+1.7%
2,971
-1.2%
0.03%
-6.5%
Q2 2019$116,000
-1.7%
3,0080.0%0.03%
-3.1%
Q1 2019$118,000
+1866.7%
3,008
+1932.4%
0.03%
+700.0%
Q1 2016$6,0000.0%1480.0%0.00%0.0%
Q4 2015$6,0000.0%148
+1.4%
0.00%0.0%
Q3 2015$6,0000.0%146
+1.4%
0.00%0.0%
Q2 2015$6,0000.0%1440.0%0.00%0.0%
Q1 2015$6,000
-73.9%
144
-73.5%
0.00%
-76.5%
Q4 2014$23,000
+283.3%
543
+282.4%
0.02%
+325.0%
Q3 2014$6,0000.0%142
+1.4%
0.00%0.0%
Q2 2014$6,0000.0%140
+0.7%
0.00%0.0%
Q1 2014$6,0000.0%139
+2.2%
0.00%
-20.0%
Q4 2013$6,0001360.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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