SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 215 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,964 | -7.0% | 2,931 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $120,376 | -24.4% | 2,931 | -24.2% | 0.01% | -33.3% |
| Q1 2023 | $159,125 | -88.0% | 3,866 | -88.0% | 0.01% | -88.6% |
| Q4 2022 | $1,322,152 | +60.1% | 32,326 | +51.4% | 0.08% | +51.9% |
| Q3 2022 | $826,000 | – | 21,346 | – | 0.05% | – |
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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% |