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 153 filers reported holding SPDR INDEX SHS FDS in Q3 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
Q2 2024$1,086,576
-3.1%
45,274
+5.4%
0.98%
-5.5%
Q1 2024$1,121,036
-15.0%
42,968
-11.1%
1.04%
-19.6%
Q4 2023$1,319,417
+287.3%
48,348
+237.5%
1.29%
+265.3%
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 Q3 2022
NameSharesValueWeighting ↓
ASPIRIANT, LLC 2,300,011$96,899,00017.35%
Tactical Allocation Group LLC 854,104$35,983,00015.47%
Gibson Capital, LLC 906,952$38,210,00015.07%
BOK Financial Private Wealth, Inc. 690,033$29,071,0005.85%
LifePlan Financial Group, Inc 169,017$7,121,0005.79%
INTEGRATED WEALTH COUNSEL, LLC 150,151$6,325,862,0004.61%
CONNABLE OFFICE INC 322,330$13,580,0003.82%
Valmark Advisers, Inc. 2,339,598$98,567,0003.04%
TD Ameritrade Trust Co 215,310$9,071,0002.97%
ALESCO ADVISORS LLC 543,393$22,893,0002.68%
View complete list of SPDR INDEX SHS FDS shareholders