SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 224 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,285,942 | -13.4% | 33,663 | -6.8% | 0.02% | -17.4% |
| Q2 2023 | $1,484,205 | -17.9% | 36,138 | -17.7% | 0.02% | -32.4% |
| Q1 2023 | $1,806,878 | -2.7% | 43,899 | -3.3% | 0.03% | -24.4% |
| Q4 2022 | $1,856,828 | +9.0% | 45,399 | +3.1% | 0.04% | -15.1% |
| Q3 2022 | $1,703,000 | -4.9% | 44,026 | +8.5% | 0.05% | -1.9% |
| Q2 2022 | $1,791,000 | -8.2% | 40,568 | +12.3% | 0.05% | -15.6% |
| Q1 2022 | $1,950,000 | -5.5% | 36,110 | -1.0% | 0.06% | -4.5% |
| Q4 2021 | $2,063,000 | +10.3% | 36,490 | -0.4% | 0.07% | -1.5% |
| Q3 2021 | $1,870,000 | -6.3% | 36,630 | -5.5% | 0.07% | -15.0% |
| Q2 2021 | $1,995,000 | +7.5% | 38,752 | -1.4% | 0.08% | -19.2% |
| Q1 2021 | $1,856,000 | +7.9% | 39,309 | +1.6% | 0.10% | -1.0% |
| Q4 2020 | $1,720,000 | +7.2% | 38,694 | -4.7% | 0.10% | -9.1% |
| Q3 2020 | $1,604,000 | -4.5% | 40,617 | -5.6% | 0.11% | -13.4% |
| Q2 2020 | $1,680,000 | -22.9% | 43,043 | -28.9% | 0.13% | -38.6% |
| Q1 2020 | $2,179,000 | -16.9% | 60,526 | +19.0% | 0.21% | -35.5% |
| Q4 2019 | $2,621,000 | -3.0% | 50,877 | -2.3% | 0.32% | -14.4% |
| Q3 2019 | $2,701,000 | +3.1% | 52,090 | -0.8% | 0.38% | +1.6% |
| Q2 2019 | $2,620,000 | – | 52,496 | – | 0.37% | – |
Download | ||||||
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% |