Pacific Capital Wealth Advisors, Inc. - SPDR INDEX SHS FDS ownership

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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%.

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Quarter-by-quarter ownership
Pacific Capital Wealth Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$473,400
-3.0%
11,3990.0%0.09%
-25.2%
Q1 2024$488,105
-2.0%
11,3990.0%0.12%
-8.7%
Q4 2023$498,250
+14.4%
11,3990.0%0.13%
+3.3%
Q3 2023$435,442
-7.0%
11,3990.0%0.12%
+2.5%
Q2 2023$468,157
-0.2%
11,3990.0%0.12%
-1.7%
Q1 2023$469,183
+0.6%
11,3990.0%0.12%0.0%
Q4 2022$466,219
+5.7%
11,3990.0%0.12%
+0.8%
Q3 2022$441,000
-15.0%
11,399
-3.1%
0.12%
-16.7%
Q2 2022$519,000
-18.3%
11,7600.0%0.14%
-20.4%
Q1 2022$635,000
-4.5%
11,7600.0%0.18%
-5.2%
Q4 2021$665,000
+10.8%
11,7600.0%0.19%0.0%
Q3 2021$600,000
-1.0%
11,7600.0%0.19%
-37.4%
Q2 2021$606,000
+9.2%
11,7600.0%0.30%
-1.3%
Q1 2021$555,000
+6.1%
11,7600.0%0.31%
+4.0%
Q4 2020$523,000
+12.5%
11,7600.0%0.30%
+7.6%
Q3 2020$465,000
+54.5%
11,760
+52.3%
0.28%
+35.3%
Q2 2020$301,000
-32.8%
7,721
-37.9%
0.20%
-39.8%
Q1 2020$448,000
+45.9%
12,439
+108.7%
0.34%
+65.4%
Q4 2019$307,000–5,959–0.20%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 133,277$5,485,6913.72%
Brooklyn FI, LLC 41,932$2,364,4062.20%
Orin Green Financial, LLC 94,977$3,909,2202.12%
Quent Capital, LLC 279,529$11,504,9051.96%
DHK Financial Advisors, Inc. 38,337$1,577,9321.96%
Rappaport Reiches Capital Management, LLC 98,807$4,066,8811.80%
FSM Wealth Advisors, LLC 61,612$2,535,9451.47%
MATRIX PRIVATE CAPITAL GROUP LLC 48,821$2,009,4931.39%
Great Waters Wealth Management 136,646$5,625,7211.19%
Hills Bank & Trust Co 171,273$7,049,5960.98%
View complete list of SPDR INDEX SHS FDS shareholders