Bay Harbor Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2021$40,000
-37.5%
1,133
-34.5%
0.02%
-37.0%
Q2 2021$64,000
-40.7%
1,731
-44.9%
0.03%
-46.0%
Q1 2021$108,000
-34.5%
3,139
-35.0%
0.05%
-33.3%
Q4 2020$165,000
-17.9%
4,831
-28.8%
0.08%
-25.0%
Q3 2020$201,000
-24.7%
6,782
-26.7%
0.10%
-29.6%
Q2 2020$267,000
-3.3%
9,253
-10.1%
0.14%
-15.5%
Q1 2020$276,000
-40.8%
10,297
-14.3%
0.17%
-33.3%
Q4 2019$466,000
-7.0%
12,010
-5.3%
0.25%
-15.7%
Q3 2019$501,000
-45.6%
12,686
-46.6%
0.30%
-47.6%
Q2 2019$921,000
-1.5%
23,762
-0.2%
0.57%
-10.4%
Q1 2019$935,000
+20.8%
23,813
+8.7%
0.64%
+3.4%
Q4 2018$774,00021,9090.62%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,004,677$23,891,2271.77%
AWM CAPITAL, LLC 259,255$6,165,0781.25%
Schoolcraft Capital LLC 115,128$2,737,7440.77%
Idaho Trust Bank 46,361$1,101,9280.72%
RPg Family Wealth Advisory, LLC 69,161$1,644,6490.68%
BBJS FINANCIAL ADVISORS, LLC 65,695$1,562,2220.59%
MARYLAND CAPITAL ADVISORS INC. 29,497$701,4390.54%
Aletheian Wealth Advisors LLC 22,326$530,9120.41%
Upper Left Wealth Management, LLC 14,327$340,6970.35%
Innova Wealth Partners 15,466$367,7930.33%
View complete list of SPDR INDEX SHS FDS shareholders