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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $204,000 | -8.9% | 4,597 | -19.9% | 0.01% | 0.0% |
| Q2 2020 | $224,000 | -22.0% | 5,736 | -28.0% | 0.01% | -16.7% |
| Q1 2020 | $287,000 | +29.9% | 7,964 | +71.6% | 0.01% | +500.0% |
| Q3 2018 | $221,000 | -46.5% | 4,641 | -48.0% | 0.00% | -50.0% |
| Q1 2018 | $413,000 | +34.1% | 8,931 | +41.9% | 0.00% | -75.0% |
| Q4 2017 | $308,000 | +42.6% | 6,293 | +37.1% | 0.01% | -81.0% |
| Q1 2017 | $216,000 | – | 4,591 | – | 0.04% | – |
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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% |