SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 177 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044,951 | -7.0% | 43,942 | -3.1% | 0.02% | -11.1% |
| Q2 2023 | $1,123,735 | -11.3% | 45,367 | -5.9% | 0.02% | -25.0% |
| Q1 2023 | $1,267,544 | -0.1% | 48,232 | +1.8% | 0.02% | -22.6% |
| Q4 2022 | $1,268,951 | -8.2% | 47,402 | -17.3% | 0.03% | -27.9% |
| Q3 2022 | $1,382,000 | -18.3% | 57,315 | -4.4% | 0.04% | -15.7% |
| Q2 2022 | $1,691,000 | -19.5% | 59,939 | -2.6% | 0.05% | -26.1% |
| Q1 2022 | $2,100,000 | -5.8% | 61,554 | -1.7% | 0.07% | -4.2% |
| Q4 2021 | $2,230,000 | -2.3% | 62,627 | -2.6% | 0.07% | -13.3% |
| Q3 2021 | $2,283,000 | -4.0% | 64,307 | -0.7% | 0.08% | -13.5% |
| Q2 2021 | $2,379,000 | +3.2% | 64,788 | -3.2% | 0.10% | -22.6% |
| Q1 2021 | $2,305,000 | -1.7% | 66,897 | -2.8% | 0.12% | -9.5% |
| Q4 2020 | $2,346,000 | +4.3% | 68,821 | -9.1% | 0.14% | -11.0% |
| Q3 2020 | $2,249,000 | +1.4% | 75,691 | -1.6% | 0.15% | -8.3% |
| Q2 2020 | $2,218,000 | -8.9% | 76,946 | -15.4% | 0.17% | -27.3% |
| Q1 2020 | $2,436,000 | -37.9% | 90,998 | -10.0% | 0.23% | -52.0% |
| Q4 2019 | $3,923,000 | -2.8% | 101,138 | -0.9% | 0.48% | -14.1% |
| Q3 2019 | $4,034,000 | -0.6% | 102,068 | -2.5% | 0.56% | -2.1% |
| Q2 2019 | $4,057,000 | – | 104,697 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,004,677 | $23,891,227 | 1.77% |
| AWM CAPITAL, LLC | 259,255 | $6,165,078 | 1.25% |
| Schoolcraft Capital LLC | 115,128 | $2,737,744 | 0.77% |
| Idaho Trust Bank | 46,361 | $1,101,928 | 0.72% |
| RPg Family Wealth Advisory, LLC | 69,161 | $1,644,649 | 0.68% |
| BBJS FINANCIAL ADVISORS, LLC | 65,695 | $1,562,222 | 0.59% |
| MARYLAND CAPITAL ADVISORS INC. | 29,497 | $701,439 | 0.54% |
| Aletheian Wealth Advisors LLC | 22,326 | $530,912 | 0.41% |
| Upper Left Wealth Management, LLC | 14,327 | $340,697 | 0.35% |
| Innova Wealth Partners | 15,466 | $367,793 | 0.33% |