SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 115 filers reported holding SPDR INDEX SHS FDS in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,473 | -8.1% | 8,756 | -1.2% | 0.01% | -13.3% |
| Q2 2023 | $363,935 | +10.9% | 8,861 | +11.1% | 0.02% | +7.1% |
| Q1 2023 | $328,302 | -2.9% | 7,976 | -3.5% | 0.01% | -12.5% |
| Q4 2022 | $337,953 | +25.6% | 8,263 | +19.0% | 0.02% | +14.3% |
| Q3 2022 | $269,000 | -9.7% | 6,945 | +3.0% | 0.01% | -12.5% |
| Q2 2022 | $298,000 | -19.2% | 6,740 | -1.4% | 0.02% | -11.1% |
| Q1 2022 | $369,000 | -6.6% | 6,836 | -2.3% | 0.02% | -10.0% |
| Q4 2021 | $395,000 | +7.9% | 6,995 | -2.4% | 0.02% | -4.8% |
| Q3 2021 | $366,000 | -3.4% | 7,168 | -2.7% | 0.02% | -8.7% |
| Q2 2021 | $379,000 | +8.9% | 7,368 | 0.0% | 0.02% | -17.9% |
| Q1 2021 | $348,000 | +6.7% | 7,368 | +0.5% | 0.03% | +12.0% |
| Q4 2020 | $326,000 | +7.9% | 7,333 | -4.2% | 0.02% | -3.8% |
| Q3 2020 | $302,000 | +3.1% | 7,656 | +2.1% | 0.03% | -3.7% |
| Q2 2020 | $293,000 | +2.4% | 7,496 | -5.5% | 0.03% | -12.9% |
| Q1 2020 | $286,000 | -7.4% | 7,931 | +32.4% | 0.03% | -8.8% |
| Q4 2019 | $309,000 | -8.8% | 5,989 | -8.4% | 0.03% | -17.1% |
| Q3 2019 | $339,000 | +9.0% | 6,541 | +5.0% | 0.04% | 0.0% |
| Q2 2019 | $311,000 | -2.2% | 6,232 | -1.9% | 0.04% | -10.9% |
| Q1 2019 | $318,000 | +13.2% | 6,350 | +0.1% | 0.05% | -4.2% |
| Q4 2018 | $281,000 | -9.4% | 6,346 | -2.6% | 0.05% | -12.7% |
| Q3 2018 | $310,000 | -1.0% | 6,515 | 0.0% | 0.06% | -6.8% |
| Q2 2018 | $313,000 | +4.7% | 6,515 | +0.9% | 0.06% | 0.0% |
| Q1 2018 | $299,000 | -7.4% | 6,457 | -2.2% | 0.06% | -14.5% |
| Q4 2017 | $323,000 | +4.5% | 6,603 | +2.0% | 0.07% | -2.8% |
| Q3 2017 | $309,000 | -6.6% | 6,471 | -6.7% | 0.07% | -12.3% |
| Q2 2017 | $331,000 | +1.5% | 6,936 | +0.3% | 0.08% | 0.0% |
| Q1 2017 | $326,000 | -3.8% | 6,914 | -4.3% | 0.08% | -2.4% |
| Q4 2016 | $339,000 | -15.0% | 7,228 | -9.7% | 0.08% | -20.2% |
| Q3 2016 | $399,000 | -6.3% | 8,005 | -5.5% | 0.10% | -7.1% |
| Q2 2016 | $426,000 | -20.7% | 8,468 | -22.7% | 0.11% | -13.8% |
| Q1 2016 | $537,000 | -19.2% | 10,960 | -22.9% | 0.13% | -19.8% |
| Q4 2015 | $665,000 | -5.8% | 14,220 | -9.0% | 0.16% | -3.0% |
| Q3 2015 | $706,000 | +3.2% | 15,632 | +4.7% | 0.17% | +5.0% |
| Q2 2015 | $684,000 | -8.3% | 14,932 | -0.6% | 0.16% | -11.2% |
| Q1 2015 | $746,000 | -0.3% | 15,015 | -4.2% | 0.18% | -2.2% |
| Q4 2014 | $748,000 | +8.4% | 15,671 | +0.7% | 0.18% | +9.6% |
| Q3 2014 | $690,000 | -4.2% | 15,566 | +0.8% | 0.17% | -6.2% |
| Q2 2014 | $720,000 | +7.3% | 15,438 | +0.6% | 0.18% | +0.6% |
| Q1 2014 | $671,000 | +9.5% | 15,351 | +4.0% | 0.18% | +2.3% |
| Q4 2013 | $613,000 | -6.6% | 14,762 | -4.8% | 0.17% | -15.6% |
| Q3 2013 | $656,000 | +2.8% | 15,505 | +2.3% | 0.20% | -3.8% |
| Q2 2013 | $638,000 | – | 15,152 | – | 0.21% | – |
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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% |