Center for Financial Planning, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 167 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$45,0000.0%1,2560.0%0.01%
-18.2%
Q3 2021$45,000
-2.2%
1,2560.0%0.01%0.0%
Q2 2021$46,000
+7.0%
1,2560.0%0.01%0.0%
Q1 2021$43,0000.0%1,2560.0%0.01%
-8.3%
Q4 2020$43,000
+16.2%
1,2560.0%0.01%0.0%
Q3 2020$37,000
+2.8%
1,2560.0%0.01%
-7.7%
Q2 2020$36,000
+5.9%
1,2560.0%0.01%
+8.3%
Q1 2020$34,000
-30.6%
1,2560.0%0.01%0.0%
Q4 2019$49,0001,2560.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
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