PDS Planning, Inc - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 232 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$269,053
-6.4%
7,043
+0.6%
0.04%
-5.4%
Q2 2023$287,414
+0.9%
6,998
+1.1%
0.04%
-5.1%
Q1 2023$284,836
+2.3%
6,920
+1.7%
0.04%
-11.4%
Q4 2022$278,325
+2.7%
6,805
-2.9%
0.04%
-10.2%
Q3 2022$271,000
-20.1%
7,007
-8.6%
0.05%
-19.7%
Q2 2022$339,000
-20.0%
7,670
-2.2%
0.06%
-18.7%
Q1 2022$424,000
-4.1%
7,845
+0.4%
0.08%
-11.8%
Q4 2021$442,000
+6.2%
7,816
-4.1%
0.08%
-11.5%
Q3 2021$416,000
-2.6%
8,152
-1.7%
0.10%
-7.7%
Q2 2021$427,000
+14.2%
8,295
+4.6%
0.10%
-4.6%
Q1 2021$374,000
-33.7%
7,930
-37.5%
0.11%
-43.8%
Q4 2020$564,000
+11.2%
12,690
-1.1%
0.19%
-5.8%
Q3 2020$507,000
-2.5%
12,825
-3.8%
0.21%
-12.7%
Q2 2020$520,000
-88.6%
13,325
-89.5%
0.24%
-91.9%
Q1 2020$4,572,000
-8.8%
127,003
+30.6%
2.92%
-7.7%
Q4 2019$5,012,000
+5.2%
97,282
+5.9%
3.16%
-4.3%
Q3 2019$4,764,000
+11.3%
91,857
+7.1%
3.31%
+3.8%
Q2 2019$4,281,000
+2.1%
85,785
+2.3%
3.18%
-2.3%
Q1 2019$4,195,000
+25.8%
83,844
+11.3%
3.26%
+13.7%
Q4 2018$3,335,000
-0.0%
75,350
+7.4%
2.87%
+0.4%
Q3 2018$3,336,000
+8.5%
70,135
+9.7%
2.86%
-5.9%
Q2 2018$3,076,000
+5.3%
63,940
+1.3%
3.03%
+2.8%
Q1 2018$2,920,000
-0.1%
63,102
+5.5%
2.95%
-0.4%
Q4 2017$2,924,00059,8282.96%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders