AE Wealth Management LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 237 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$351,991
-4.3%
9,214
+2.9%
0.00%0.0%
Q2 2023$367,733
-5.9%
8,954
-5.7%
0.00%
-33.3%
Q1 2023$390,770
-5.4%
9,494
-5.9%
0.00%0.0%
Q4 2022$412,862
-52.5%
10,094
-55.1%
0.00%
-57.1%
Q3 2022$870,000
+20.8%
22,482
+37.9%
0.01%
+16.7%
Q2 2022$720,000
-9.1%
16,308
+11.2%
0.01%
+20.0%
Q1 2022$792,000
-10.4%
14,659
-6.2%
0.01%
-16.7%
Q4 2021$884,000
+43.0%
15,632
+29.1%
0.01%
+20.0%
Q3 2021$618,000
+5.3%
12,110
+6.3%
0.01%0.0%
Q2 2021$587,000
+30.2%
11,391
+19.3%
0.01%0.0%
Q1 2021$451,000
+0.4%
9,550
-5.4%
0.01%0.0%
Q4 2020$449,000
+23.7%
10,095
+9.9%
0.01%0.0%
Q3 2020$363,000
-9.9%
9,182
-11.0%
0.01%
-16.7%
Q2 2020$403,000
+9.5%
10,313
+0.9%
0.01%
-25.0%
Q1 2020$368,000
-51.5%
10,222
-30.6%
0.01%
-50.0%
Q4 2019$759,000
+45.4%
14,729
+46.3%
0.02%
+6.7%
Q3 2019$522,000
+11.1%
10,065
+6.9%
0.02%
+7.1%
Q2 2019$470,0009,4180.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,204,248$55,631,0005.85%
Rinet Co LLC 302,709$14,006,0005.52%
St. Louis Trust Co 288,976$13,371,0004.59%
FC Advisory LLC 136,214$6,303,0004.13%
USAdvisors Wealth Management, LLC 103,803$4,803,0003.81%
Dakota Wealth Management 137,533$6,364,0003.28%
McKinley Carter Wealth Services, Inc. 216,047$9,997,0003.27%
OptiFour Integrated Wealth Management, LLC 83,876$3,881,0003.24%
PDS Planning, Inc 63,102$2,920,0002.95%
JFS WEALTH ADVISORS, LLC 239,728$11,092,0002.93%
View complete list of SPDR INDEX SHS FDS shareholders