SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 187 filers reported holding SPDR INDEX SHS FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 43 | +22.9% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -33.3% | 35 | -45.3% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 64 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | -82.4% | 63 | -81.7% | 0.00% | -85.7% |
| Q4 2017 | $17,000 | +750.0% | 345 | +885.7% | 0.01% | +600.0% |
| Q3 2017 | $2,000 | -77.8% | 35 | -82.2% | 0.00% | -80.0% |
| Q2 2017 | $9,000 | -10.0% | 197 | -2.5% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | -41.2% | 202 | -44.5% | 0.01% | -50.0% |
| Q4 2016 | $17,000 | -58.5% | 364 | -56.4% | 0.01% | -61.5% |
| Q3 2016 | $41,000 | -25.5% | 834 | -23.1% | 0.03% | -31.6% |
| Q2 2016 | $55,000 | -45.0% | 1,085 | -49.0% | 0.04% | -42.4% |
| Q4 2015 | $100,000 | – | 2,129 | – | 0.07% | – |
Download | ||||||
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% |