SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 251 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $365,000 | +19.7% | 9,352 | +10.5% | 0.17% | +23.0% |
| Q1 2020 | $305,000 | -42.8% | 8,464 | -18.2% | 0.14% | -6.1% |
| Q4 2019 | $533,000 | +11.0% | 10,345 | +11.8% | 0.15% | +66.3% |
| Q3 2019 | $480,000 | +13.7% | 9,254 | +9.5% | 0.09% | +18.7% |
| Q2 2019 | $422,000 | -5.4% | 8,449 | -5.2% | 0.08% | -2.6% |
| Q1 2019 | $446,000 | +19.3% | 8,916 | +5.6% | 0.08% | +1.3% |
| Q4 2018 | $374,000 | -1.6% | 8,441 | +5.7% | 0.08% | -8.4% |
| Q3 2018 | $380,000 | -1.8% | 7,989 | -0.6% | 0.08% | -5.7% |
| Q2 2018 | $387,000 | – | 8,034 | – | 0.09% | – |
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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% |