Upper Left Wealth Management, 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
Upper Left Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$340,697
+9.7%
14,327
+14.3%
0.35%
+2.6%
Q2 2023$310,592
-17.9%
12,539
-12.9%
0.34%
-19.8%
Q1 2023$378,406
-7.6%
14,399
-5.8%
0.43%
-11.2%
Q4 2022$409,367
-55.6%
15,292
-59.2%
0.48%
-59.6%
Q3 2022$922,000
+118.0%
37,435
+149.8%
1.20%
+144.5%
Q2 2022$423,000
-17.2%
14,987
+1.2%
0.49%
-7.4%
Q1 2022$511,000
+21.7%
14,803
+25.6%
0.53%
+26.3%
Q4 2021$420,00011,7880.42%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,315,724$61,992,0003.83%
Alhambra Investment Management LLC 64,453$1,725,0002.83%
JOYN Advisors, Inc. 222,165$5,947,0001.98%
BlueSky Wealth Advisors, LLC 155,081$4,152,0001.53%
Schoolcraft Capital LLC 56,336$1,508,1040.92%
FFT WEALTH MANAGEMENT LLC 108,053$2,893,0000.85%
Walkner Condon Financial Advisors LLC 28,591$765,0000.82%
FIFTH THIRD SECURITIES, INC. 31,699$849,0000.77%
Colorado Capital Management, Inc. 31,027$830,0000.77%
One Capital Management, LLC 162,510$4,350,0000.74%
View complete list of SPDR INDEX SHS FDS shareholders