Castle Rock Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 52 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$286,234
-11.6%
6,0600.0%0.10%
-13.5%
Q2 2023$323,665
-8.7%
6,060
-4.7%
0.11%
-12.6%
Q1 2023$354,697
+0.5%
6,3600.0%0.13%
-19.6%
Q4 2022$353,044
+17.7%
6,3600.0%0.16%
+4.6%
Q3 2022$300,000
-11.8%
6,360
-0.8%
0.15%
-12.7%
Q2 2022$340,000
-10.3%
6,4100.0%0.17%
-0.6%
Q1 2022$379,000
+9.9%
6,4100.0%0.17%
+23.4%
Q4 2021$345,000
-9.4%
6,410
-6.6%
0.14%
+8.5%
Q3 2021$381,000
-3.3%
6,860
-8.0%
0.13%
-10.3%
Q2 2021$394,000
+8.5%
7,460
+8.7%
0.14%
-0.7%
Q1 2021$363,000
+5.5%
6,8600.0%0.15%
+2.1%
Q4 2020$344,000
-8.3%
6,860
-16.4%
0.14%
-35.0%
Q2 2020$375,000
+9.6%
8,210
-2.4%
0.22%
-25.4%
Q1 2020$342,000
-20.6%
8,410
+10.7%
0.30%
-24.0%
Q4 2019$431,000
+32.2%
7,600
+24.6%
0.39%
+14.5%
Q3 2019$326,0006,1000.34%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Wealth Architects, LLC 483,754$25,513,0004.95%
Sequoia Financial Advisors, LLC 173,956$9,174,0000.93%
Beacon Pointe Advisors, LLC 281,820$14,863,0000.37%
NICOLET ADVISORY SERVICES, LLC 50,055$2,640,0000.34%
Castle Rock Wealth Management, LLC 6,860$381,0000.13%
Capital Analysts, LLC 32,039$1,689,0000.11%
LIBERTY WEALTH MANAGEMENT LLC 5,266$280,0000.10%
FIRST FOUNDATION ADVISORS 50,952$2,687,0000.10%
EFG Asset Management (Americas) Corp. 10,315$544,0000.10%
Boltwood Capital Management 4,008$211,0000.08%
View complete list of SPDR INDEX SHS FDS shareholders