SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 220 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,548 | -4.0% | 20,965 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $519,303 | -5.7% | 20,965 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $550,960 | -1.8% | 20,965 | 0.0% | 0.01% | -17.6% |
| Q4 2022 | $561,233 | +11.1% | 20,965 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $505,000 | -14.7% | 20,965 | 0.0% | 0.02% | -19.0% |
| Q2 2022 | $592,000 | -17.2% | 20,965 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $715,000 | -4.2% | 20,965 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $746,000 | +0.3% | 20,965 | 0.0% | 0.02% | -12.0% |
| Q3 2021 | $744,000 | -3.4% | 20,965 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $770,000 | +6.6% | 20,965 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $722,000 | -0.1% | 20,965 | -1.2% | 0.03% | -6.9% |
| Q4 2020 | $723,000 | -20.6% | 21,215 | -30.8% | 0.03% | -27.5% |
| Q3 2020 | $911,000 | -23.4% | 30,663 | -25.7% | 0.04% | -29.8% |
| Q2 2020 | $1,189,000 | +47.7% | 41,243 | +37.2% | 0.06% | +21.3% |
| Q1 2020 | $805,000 | -29.1% | 30,053 | +2.6% | 0.05% | -7.8% |
| Q4 2019 | $1,136,000 | -1.9% | 29,295 | 0.0% | 0.05% | -5.6% |
| Q3 2019 | $1,158,000 | -61.1% | 29,295 | -61.9% | 0.05% | -62.2% |
| Q2 2019 | $2,976,000 | -6.4% | 76,809 | -5.1% | 0.14% | -13.3% |
| Q1 2019 | $3,180,000 | +6.9% | 80,960 | -3.9% | 0.16% | -4.1% |
| Q4 2018 | $2,976,000 | -48.3% | 84,213 | -44.0% | 0.17% | -42.7% |
| Q3 2018 | $5,755,000 | +32.9% | 150,457 | +36.0% | 0.30% | +25.0% |
| Q2 2018 | $4,330,000 | -2.6% | 110,629 | -0.4% | 0.24% | -4.0% |
| Q1 2018 | $4,444,000 | -2.3% | 111,039 | -1.1% | 0.25% | +0.8% |
| Q4 2017 | $4,547,000 | +5.4% | 112,295 | -0.1% | 0.25% | +4.2% |
| Q3 2017 | $4,314,000 | -4.3% | 112,398 | -3.0% | 0.24% | -27.7% |
| Q2 2017 | $4,507,000 | – | 115,873 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,004,677 | $23,891,227 | 1.77% |
| AWM CAPITAL, LLC | 259,255 | $6,165,078 | 1.25% |
| Schoolcraft Capital LLC | 115,128 | $2,737,744 | 0.77% |
| Idaho Trust Bank | 46,361 | $1,101,928 | 0.72% |
| RPg Family Wealth Advisory, LLC | 69,161 | $1,644,649 | 0.68% |
| BBJS FINANCIAL ADVISORS, LLC | 65,695 | $1,562,222 | 0.59% |
| MARYLAND CAPITAL ADVISORS INC. | 29,497 | $701,439 | 0.54% |
| Aletheian Wealth Advisors LLC | 22,326 | $530,912 | 0.41% |
| Upper Left Wealth Management, LLC | 14,327 | $340,697 | 0.35% |
| Innova Wealth Partners | 15,466 | $367,793 | 0.33% |