Lake Point Wealth Management - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 255 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$7,000
-22.2%
1680.0%0.00%0.0%
Q1 2022$9,000
-62.5%
168
-60.8%
0.00%
-60.0%
Q4 2021$24,000
-27.3%
429
-33.1%
0.01%
-33.3%
Q3 2021$33,000
-73.0%
641
-72.9%
0.02%
-73.7%
Q2 2021$122,0002,3620.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders