WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 122 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$535,591
-12.4%
22,316
-4.7%
0.00%
-50.0%
Q1 2024$611,104
-12.7%
23,423
-8.6%
0.00%0.0%
Q4 2023$699,639
+2.6%
25,637
-10.6%
0.00%0.0%
Q3 2023$682,002
-93.3%
28,680
-89.7%
0.00%
-98.7%
Q3 2021$10,232,000
-11.8%
279,560
-9.9%
0.15%
-19.3%
Q2 2021$11,597,000
+20.4%
310,227
+12.9%
0.19%
+6.9%
Q1 2021$9,632,000274,8730.18%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,198,241$28,757,7851.72%
Upper Left Wealth Management, LLC 45,274$1,086,5760.98%
AWM CAPITAL, LLC 267,797$6,427,1220.98%
Idaho Trust Bank 76,768$1,842,4320.94%
RPg Family Wealth Advisory, LLC 83,429$2,002,2960.66%
Schoolcraft Capital LLC 115,931$2,782,3440.60%
Aletheian Wealth Advisors LLC 33,477$803,4480.42%
MARYLAND CAPITAL ADVISORS INC. 28,333$679,9920.37%
Colorado Capital Management, Inc. 21,903$5260.29%
Money Design Co.,Ltd. 156,188$3,7490.20%
View complete list of SPDR INDEX SHS FDS shareholders