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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,595,455 | $79,821,000 | 6.56% |
| Tradewinds Capital Management, LLC | 263,177 | $13,167,000 | 4.83% |
| FC Advisory LLC | 136,117 | $6,810,000 | 4.32% |
| St. Louis Trust Co | 257,266 | $12,871,000 | 4.14% |
| Maxim Capital Management LLC | 83,088 | $4,157,000 | 3.87% |
| HHM Wealth Advisors, LLC | 115,685 | $5,788,000 | 3.70% |
| PDS Planning, Inc | 83,844 | $4,195,000 | 3.26% |
| JFS WEALTH ADVISORS, LLC | 234,895 | $11,752,000 | 3.06% |
| Sharkey, Howes & Javer | 120,058 | $6,007,000 | 2.80% |
| NICOLET ADVISORY SERVICES, LLC | 294,916 | $14,755,000 | 2.50% |