Clear Perspectives Financial Planning, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 169 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$4,126
-1.8%
1570.0%0.00%0.0%
Q4 2022$4,203
+5.1%
1570.0%0.00%0.0%
Q3 2022$4,0000.0%1570.0%0.00%0.0%
Q2 2022$4,000
-20.0%
1570.0%0.00%0.0%
Q1 2022$5,000
-16.7%
1570.0%0.00%0.0%
Q4 2021$6,0000.0%1570.0%0.00%
-33.3%
Q3 2021$6,0000.0%1570.0%0.00%0.0%
Q2 2021$6,000
+20.0%
1570.0%0.00%0.0%
Q1 2021$5,0000.0%1570.0%0.00%0.0%
Q4 2020$5,0001570.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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