SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $26,000 | +44.4% | 661 | +65.2% | 0.00% | – |
| Q2 2022 | $18,000 | -18.2% | 400 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -4.3% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +15.0% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $20,000 | -4.8% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | +10.5% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $19,000 | -36.7% | 400 | -46.7% | 0.00% | -100.0% |
| Q2 2011 | $30,000 | +3.4% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $29,000 | +3.6% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2010 | $28,000 | – | 750 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,204,248 | $55,631,000 | 5.85% |
| Rinet Co LLC | 302,709 | $14,006,000 | 5.52% |
| St. Louis Trust Co | 288,976 | $13,371,000 | 4.59% |
| FC Advisory LLC | 136,214 | $6,303,000 | 4.13% |
| USAdvisors Wealth Management, LLC | 103,803 | $4,803,000 | 3.81% |
| Dakota Wealth Management | 137,533 | $6,364,000 | 3.28% |
| McKinley Carter Wealth Services, Inc. | 216,047 | $9,997,000 | 3.27% |
| OptiFour Integrated Wealth Management, LLC | 83,876 | $3,881,000 | 3.24% |
| PDS Planning, Inc | 63,102 | $2,920,000 | 2.95% |
| JFS WEALTH ADVISORS, LLC | 239,728 | $11,092,000 | 2.93% |