MPS Loria Financial Planners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 218 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MPS Loria Financial Planners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$457,775
-4.5%
11,984
+2.7%
0.18%
-0.6%
Q2 2023$479,095
-1.2%
11,665
-1.0%
0.18%
-8.2%
Q1 2023$484,909
+25.6%
11,781
+24.8%
0.20%
+14.0%
Q4 2022$386,084
+18.1%
9,440
+11.7%
0.17%
+35.4%
Q3 2022$327,000
-12.6%
8,451
-0.5%
0.13%
-24.9%
Q2 2022$374,000
-20.6%
8,491
-2.8%
0.17%
-14.6%
Q1 2022$471,000
-45.1%
8,735
-42.5%
0.20%
-43.4%
Q4 2021$858,000
+10.6%
15,186
-0.1%
0.35%
-1.4%
Q3 2021$776,000
-4.4%
15,203
-3.6%
0.36%
-5.1%
Q2 2021$812,000
+6.7%
15,772
-2.3%
0.37%
+5.6%
Q1 2021$761,000
+5.7%
16,136
-2.9%
0.35%
+9.6%
Q4 2020$720,000
+8.6%
16,618
-1.0%
0.32%
-5.8%
Q3 2020$663,000
+2.8%
16,786
+1.6%
0.34%
-0.6%
Q2 2020$645,000
+28.2%
16,526
+18.3%
0.34%
-10.6%
Q1 2020$503,000
-25.7%
13,973
+6.3%
0.39%
-3.3%
Q4 2019$677,000
-4.1%
13,148
-3.5%
0.40%
-13.1%
Q3 2019$706,000
-2.9%
13,620
-6.6%
0.46%
-1.3%
Q2 2019$727,000
+2.5%
14,578
+2.9%
0.46%
-1.1%
Q1 2019$709,000
+41.0%
14,167
+24.5%
0.47%
+30.2%
Q4 2018$503,000
-11.4%
11,376
-4.5%
0.36%
+1.7%
Q3 2018$568,000
-1.4%
11,913
-0.5%
0.36%
-38.8%
Q2 2018$576,000
-0.9%
11,969
-4.8%
0.58%
+41.8%
Q1 2018$581,000
+2.5%
12,566
+8.4%
0.41%
+5.7%
Q4 2017$567,000
+0.9%
11,590
-1.4%
0.39%
-3.7%
Q3 2017$562,000
+1.8%
11,758
+2.1%
0.40%
+8.6%
Q2 2017$552,00011,5150.37%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 124,563$5,094,6473.74%
Orin Green Financial, LLC 94,360$3,859,3212.26%
DHK Financial Advisors, Inc. 38,064$1,556,7992.16%
Rappaport Reiches Capital Management, LLC 98,483$4,027,9641.99%
Quent Capital, LLC 260,862$10,669,2661.95%
MATRIX PRIVATE CAPITAL GROUP LLC 51,668$2,113,2401.38%
FSM Wealth Advisors, LLC 42,924$1,755,6011.25%
Brooklyn FI, LLC 19,501$1,560,2531.12%
Great Waters Wealth Management 115,839$5,085,3351.10%
Hills Bank & Trust Co 167,786$6,8631.01%
View complete list of SPDR INDEX SHS FDS shareholders