Occidental Asset Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 132 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2018$232,000
-2.1%
6,0560.0%0.12%
-7.9%
Q2 2018$237,000
-2.1%
6,0560.0%0.13%
-3.1%
Q1 2018$242,000
-1.2%
6,0560.0%0.13%
+2.4%
Q4 2017$245,000
+5.6%
6,0560.0%0.13%
-0.8%
Q3 2017$232,000
+0.4%
6,0560.0%0.13%
-7.2%
Q2 2017$231,000
+2.2%
6,0560.0%0.14%
-8.0%
Q1 2017$226,000
+3.2%
6,0560.0%0.15%
-5.1%
Q4 2016$219,000
-22.1%
6,056
-10.2%
0.16%
-31.0%
Q3 2016$281,000
-31.1%
6,747
-31.4%
0.23%
-35.9%
Q2 2016$408,0009,8400.36%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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