SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $72 | -65.6% | 3 | -62.5% | 0.00% | – |
| Q1 2024 | $209 | -4.1% | 8 | 0.0% | 0.00% | – |
| Q4 2023 | $218 | -86.9% | 8 | -88.6% | 0.00% | – |
| Q3 2023 | $1,665 | – | 70 | +6900.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q4 2021 | $10,000 | – | 286 | +7050.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 4 | -83.3% | 0.00% | – |
| Q2 2021 | $1,000 | -94.4% | 24 | -95.3% | 0.00% | – |
| Q1 2021 | $18,000 | -77.2% | 509 | -80.8% | 0.00% | -100.0% |
| Q3 2020 | $79,000 | +558.3% | 2,652 | +553.2% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 406 | +54.4% | 0.00% | -100.0% |
| Q4 2019 | $10,000 | -60.0% | 263 | -58.6% | 0.00% | -50.0% |
| Q3 2019 | $25,000 | -16.7% | 635 | -17.5% | 0.00% | 0.0% |
| Q2 2019 | $30,000 | – | 770 | +76900.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -98.4% | 0.00% | – |
| Q4 2018 | $2,000 | – | 64 | +6300.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASPIRIANT, LLC | 2,300,011 | $96,899,000 | 17.35% |
| Tactical Allocation Group LLC | 854,104 | $35,983,000 | 15.47% |
| Gibson Capital, LLC | 906,952 | $38,210,000 | 15.07% |
| BOK Financial Private Wealth, Inc. | 690,033 | $29,071,000 | 5.85% |
| LifePlan Financial Group, Inc | 169,017 | $7,121,000 | 5.79% |
| INTEGRATED WEALTH COUNSEL, LLC | 150,151 | $6,325,862,000 | 4.61% |
| CONNABLE OFFICE INC | 322,330 | $13,580,000 | 3.82% |
| Valmark Advisers, Inc. | 2,339,598 | $98,567,000 | 3.04% |
| TD Ameritrade Trust Co | 215,310 | $9,071,000 | 2.97% |
| ALESCO ADVISORS LLC | 543,393 | $22,893,000 | 2.68% |