Shakespeare Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 215 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2020$236,000
-75.5%
6,037
-77.4%
0.14%
-79.2%
Q1 2020$962,000
-29.5%
26,735
+1.0%
0.66%
-9.9%
Q4 2019$1,364,000
+18.6%
26,469
+19.3%
0.74%
+11.0%
Q3 2019$1,150,000
+4.0%
22,179
+0.1%
0.66%
-6.9%
Q2 2019$1,106,000
+12.6%
22,164
-0.1%
0.71%
-5.7%
Q4 2018$982,00022,1770.76%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Emerson Wealth, LLC 218,207$8,517,0006.02%
Sequoia Financial Advisors, LLC 1,701,434$66,407,0003.93%
HHM Wealth Advisors, LLC 214,579$8,375,0003.50%
FC Advisory LLC 149,515$5,836,0003.47%
JFS WEALTH ADVISORS, LLC 263,280$10,276,0002.66%
Maxim Capital Management LLC 76,141$2,977,0002.66%
St. Louis Trust Co 223,904$8,738,0002.62%
Waldron Private Wealth LLC 631,128$24,632,0002.18%
Intelligence Driven Advisers, LLC 267,922$10,456,0001.86%
MATRIX PRIVATE CAPITAL GROUP LLC 42,822$1,671,0001.84%
View complete list of SPDR INDEX SHS FDS shareholders