SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 225 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $283,000 | -4.4% | 5,244 | 0.0% | 0.10% | +98.1% |
| Q4 2021 | $296,000 | +9.2% | 5,244 | -1.2% | 0.05% | -52.3% |
| Q3 2021 | $271,000 | -0.7% | 5,308 | 0.0% | 0.11% | +60.3% |
| Q2 2021 | $273,000 | +8.8% | 5,308 | 0.0% | 0.07% | +3.0% |
| Q1 2021 | $251,000 | +5.0% | 5,308 | -1.3% | 0.07% | -22.4% |
| Q4 2020 | $239,000 | +9.6% | 5,379 | -2.7% | 0.08% | +2.4% |
| Q3 2020 | $218,000 | +6.3% | 5,529 | +5.0% | 0.08% | -5.7% |
| Q2 2020 | $205,000 | -26.3% | 5,265 | -2.4% | 0.09% | -18.5% |
| Q4 2019 | $278,000 | – | 5,396 | – | 0.11% | – |
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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% |