SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 219 filers reported holding SPDR INDEX SHS FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,614,278 | -6.0% | 135,186 | -3.1% | 0.23% | -19.7% |
| Q1 2024 | $5,972,564 | -1.0% | 139,481 | +1.0% | 0.29% | -21.8% |
| Q4 2023 | $6,034,431 | +9.1% | 138,056 | -4.7% | 0.37% | -4.9% |
| Q3 2023 | $5,532,239 | -15.0% | 144,823 | -8.6% | 0.39% | -8.5% |
| Q2 2023 | $6,508,433 | -25.6% | 158,472 | -25.4% | 0.43% | -11.2% |
| Q1 2023 | $8,747,878 | +27.5% | 212,533 | +26.7% | 0.48% | +7.4% |
| Q4 2022 | $6,860,464 | – | 167,738 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Emerson Wealth, LLC | 218,207 | $8,517,000 | 6.02% |
| Sequoia Financial Advisors, LLC | 1,701,434 | $66,407,000 | 3.93% |
| HHM Wealth Advisors, LLC | 214,579 | $8,375,000 | 3.50% |
| FC Advisory LLC | 149,515 | $5,836,000 | 3.47% |
| JFS WEALTH ADVISORS, LLC | 263,280 | $10,276,000 | 2.66% |
| Maxim Capital Management LLC | 76,141 | $2,977,000 | 2.66% |
| St. Louis Trust Co | 223,904 | $8,738,000 | 2.62% |
| Waldron Private Wealth LLC | 631,128 | $24,632,000 | 2.18% |
| Intelligence Driven Advisers, LLC | 267,922 | $10,456,000 | 1.86% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 42,822 | $1,671,000 | 1.84% |