MISSION WEALTH MANAGEMENT, LP - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 132 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$972,024
-6.5%
40,876
-2.6%
0.04%
-7.7%
Q2 2023$1,039,133
-7.4%
41,951
-1.7%
0.04%
-17.0%
Q1 2023$1,121,813
-8.8%
42,687
-7.1%
0.05%
-20.3%
Q4 2022$1,229,516
+30.5%
45,929
+17.6%
0.06%
+18.0%
Q3 2022$942,000
-15.3%
39,052
-0.9%
0.05%
-13.8%
Q2 2022$1,112,000
-16.6%
39,412
+0.8%
0.06%
-6.5%
Q1 2022$1,334,000
-1.5%
39,111
+2.8%
0.06%
+1.6%
Q4 2021$1,355,000
-2.5%
38,060
-2.8%
0.06%
-14.1%
Q3 2021$1,390,000
-21.8%
39,152
-19.1%
0.07%
-24.5%
Q2 2021$1,777,000
-2.9%
48,389
-8.9%
0.09%
-11.3%
Q1 2021$1,830,000
-3.8%
53,135
-4.8%
0.11%
-10.9%
Q4 2020$1,903,000
+4.8%
55,835
-8.6%
0.12%
-12.5%
Q3 2020$1,815,000
-5.6%
61,094
-8.4%
0.14%
-18.1%
Q2 2020$1,922,000
-7.2%
66,685
-13.8%
0.17%
-27.5%
Q1 2020$2,072,000
+178.1%
77,387
+303.1%
0.23%
+218.1%
Q4 2019$745,000
-12.8%
19,198
-11.2%
0.07%
-20.9%
Q3 2019$854,000
+3.0%
21,620
+1.1%
0.09%
-2.2%
Q2 2019$829,000
-9.2%
21,382
-8.0%
0.09%
-12.3%
Q1 2019$913,000
+8.2%
23,248
-2.7%
0.11%
-3.6%
Q4 2018$844,000
-16.8%
23,886
-9.9%
0.11%
-17.3%
Q3 2018$1,014,000
-1.5%
26,503
+0.8%
0.13%
-12.5%
Q2 2018$1,029,000
+1.7%
26,281
+4.0%
0.15%
-6.7%
Q1 2018$1,012,000
+27.3%
25,279
+28.7%
0.16%
+19.9%
Q4 2017$795,000
+5.7%
19,636
+0.3%
0.14%
-1.4%
Q3 2017$752,000
-1.8%
19,586
-2.6%
0.14%
-4.8%
Q2 2017$766,000
-0.8%
20,109
-2.6%
0.14%
-3.3%
Q1 2017$772,000
+0.4%
20,654
-3.1%
0.15%
-2.0%
Q4 2016$769,000
-87.8%
21,311
-85.9%
0.15%
-89.9%
Q3 2016$6,292,000
-30.3%
150,853
-30.7%
1.52%
-37.4%
Q1 2016$9,028,000
+2.6%
217,763
-3.2%
2.43%
-1.9%
Q4 2015$8,803,000
+8.5%
225,025
+9.1%
2.48%
+0.9%
Q3 2015$8,114,000
-4.2%
206,254
+5.5%
2.46%
-15.2%
Q2 2015$8,466,000195,4372.90%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,315,724$61,992,0003.83%
Alhambra Investment Management LLC 64,453$1,725,0002.83%
JOYN Advisors, Inc. 222,165$5,947,0001.98%
BlueSky Wealth Advisors, LLC 155,081$4,152,0001.53%
Schoolcraft Capital LLC 56,336$1,508,1040.92%
FFT WEALTH MANAGEMENT LLC 108,053$2,893,0000.85%
Walkner Condon Financial Advisors LLC 28,591$765,0000.82%
FIFTH THIRD SECURITIES, INC. 31,699$849,0000.77%
Colorado Capital Management, Inc. 31,027$830,0000.77%
One Capital Management, LLC 162,510$4,350,0000.74%
View complete list of SPDR INDEX SHS FDS shareholders