SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 197 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,265,000 | +69.6% | 31,600 | +71.6% | 0.00% | +100.0% |
| Q4 2017 | $746,000 | +138.3% | 18,415 | +125.7% | 0.00% | – |
| Q3 2017 | $313,000 | +0.6% | 8,159 | 0.0% | 0.00% | – |
| Q2 2017 | $311,000 | +2.0% | 8,159 | 0.0% | 0.00% | – |
| Q1 2017 | $305,000 | +3.7% | 8,159 | 0.0% | 0.00% | – |
| Q4 2016 | $294,000 | -79.6% | 8,159 | -76.4% | 0.00% | -100.0% |
| Q3 2016 | $1,441,000 | -18.7% | 34,559 | -19.1% | 0.00% | -33.3% |
| Q2 2016 | $1,772,000 | +69.7% | 42,739 | +69.7% | 0.00% | +50.0% |
| Q1 2016 | $1,044,000 | -9.1% | 25,189 | -13.4% | 0.00% | 0.0% |
| Q4 2015 | $1,149,000 | +3.4% | 29,089 | +3.0% | 0.00% | 0.0% |
| Q3 2015 | $1,111,000 | -9.3% | 28,249 | -3.5% | 0.00% | 0.0% |
| Q2 2015 | $1,225,000 | +42.1% | 29,269 | +47.1% | 0.00% | 0.0% |
| Q1 2015 | $862,000 | – | 19,896 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 192,518 | $7,531,000 | 12.02% |
| ASPIRIANT, LLC | 2,353,359 | $92,063,000 | 10.12% |
| SIGNATUREFD, LLC | 849,528 | $33,234,000 | 6.44% |
| BOK Financial Private Wealth, Inc. | 732,336 | $28,649,000 | 4.91% |
| Gibson Capital, LLC | 312,397 | $12,173,000 | 4.34% |
| VALENTINE VENTURES LLC | 71,052 | $2,780,000 | 3.18% |
| Valmark Advisers, Inc. | 2,968,734 | $114,822,000 | 2.95% |
| CONNABLE OFFICE INC | 262,013 | $10,250,000 | 2.95% |
| MISSION WEALTH MANAGEMENT, LP | 225,025 | $8,803,000 | 2.48% |
| TD Ameritrade Trust Co | 199,089 | $7,788,000 | 2.25% |