SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 237 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,141,000 | -40.2% | 29,236 | -44.8% | 0.16% | -48.8% |
| Q1 2020 | $1,908,000 | -30.9% | 53,007 | -1.1% | 0.32% | -5.9% |
| Q4 2019 | $2,762,000 | -2.1% | 53,617 | -1.5% | 0.34% | -9.1% |
| Q3 2019 | $2,822,000 | +3.8% | 54,425 | -0.1% | 0.37% | +2.7% |
| Q2 2019 | $2,718,000 | -3.8% | 54,463 | -3.6% | 0.36% | -8.3% |
| Q1 2019 | $2,826,000 | +11.7% | 56,484 | -1.2% | 0.40% | -0.8% |
| Q4 2018 | $2,529,000 | -13.4% | 57,147 | -6.9% | 0.40% | +4.2% |
| Q3 2018 | $2,921,000 | -1.5% | 61,408 | -0.4% | 0.38% | +72.2% |
| Q2 2018 | $2,966,000 | +3.6% | 61,651 | -0.4% | 0.22% | -47.2% |
| Q1 2018 | $2,863,000 | -8.4% | 61,882 | -3.2% | 0.42% | -5.8% |
| Q4 2017 | $3,126,000 | +1.2% | 63,959 | -1.1% | 0.45% | 0.0% |
| Q3 2017 | $3,088,000 | +5.6% | 64,648 | +5.4% | 0.45% | +0.9% |
| Q2 2017 | $2,924,000 | +6.1% | 61,329 | +4.8% | 0.44% | +0.5% |
| Q1 2017 | $2,755,000 | +4.4% | 58,500 | +3.7% | 0.44% | -1.6% |
| Q4 2016 | $2,638,000 | -5.2% | 56,395 | +1.0% | 0.45% | -6.8% |
| Q3 2016 | $2,783,000 | +8.0% | 55,862 | +9.2% | 0.48% | +1.7% |
| Q2 2016 | $2,576,000 | +24.7% | 51,152 | +21.3% | 0.47% | +11.8% |
| Q1 2016 | $2,065,000 | +9.5% | 42,183 | +4.7% | 0.42% | +7.1% |
| Q4 2015 | $1,885,000 | +3.4% | 40,273 | -0.2% | 0.40% | -6.4% |
| Q3 2015 | $1,823,000 | -2.0% | 40,372 | -0.5% | 0.42% | +6.8% |
| Q2 2015 | $1,860,000 | -0.2% | 40,575 | +8.2% | 0.40% | +0.3% |
| Q1 2015 | $1,864,000 | -43.5% | 37,502 | -45.7% | 0.40% | +11.6% |
| Q4 2014 | $3,298,000 | +193.4% | 69,064 | +172.4% | 0.35% | +45.1% |
| Q3 2014 | $1,124,000 | +47.3% | 25,352 | +55.0% | 0.24% | +47.0% |
| Q2 2014 | $763,000 | +87.9% | 16,351 | +76.1% | 0.17% | +69.4% |
| Q1 2014 | $406,000 | +79.6% | 9,287 | +70.8% | 0.10% | +69.0% |
| Q4 2013 | $226,000 | +3.2% | 5,437 | +4.9% | 0.06% | -6.5% |
| Q3 2013 | $219,000 | – | 5,182 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,240,045 | $59,565,000 | 6.34% |
| Rinet Co LLC | 309,511 | $14,891,000 | 5.67% |
| St. Louis Trust Co | 283,058 | $13,618,000 | 4.55% |
| FC Advisory LLC | 135,119 | $6,501,000 | 4.23% |
| USAdvisors Wealth Management, LLC | 105,856 | $5,092,000 | 3.85% |
| McKinley Carter Wealth Services, Inc. | 218,706 | $10,522,000 | 3.39% |
| JFS WEALTH ADVISORS, LLC | 239,932 | $11,543,000 | 3.04% |
| PDS Planning, Inc | 63,940 | $3,076,000 | 3.03% |
| C-J Advisory, Inc. | 83,131 | $3,999,000 | 2.80% |
| Dakota Wealth Management | 141,160 | $6,791,000 | 1.89% |