SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 203 filers reported holding SPDR INDEX SHS FDS in Q2 2014. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $356,000 | +77.1% | 9,180 | +80.8% | 0.01% | +42.9% |
| Q3 2019 | $201,000 | -69.1% | 5,078 | -70.1% | 0.01% | -73.1% |
| Q3 2018 | $650,000 | +3.0% | 16,982 | +5.4% | 0.03% | -7.1% |
| Q2 2018 | $631,000 | -5.8% | 16,115 | -3.7% | 0.03% | -12.5% |
| Q1 2018 | $670,000 | -56.4% | 16,730 | -55.9% | 0.03% | -57.9% |
| Q4 2017 | $1,535,000 | +29.8% | 37,907 | +23.0% | 0.08% | +18.8% |
| Q3 2017 | $1,183,000 | +37.6% | 30,814 | +36.5% | 0.06% | +20.8% |
| Q2 2017 | $860,000 | +140.2% | 22,570 | +136.1% | 0.05% | +130.4% |
| Q1 2017 | $358,000 | -5.3% | 9,561 | -8.7% | 0.02% | -20.7% |
| Q4 2016 | $378,000 | -2.1% | 10,467 | +12.5% | 0.03% | -34.1% |
| Q1 2016 | $386,000 | -32.0% | 9,305 | -29.1% | 0.04% | -31.2% |
| Q1 2015 | $568,000 | +7.8% | 13,118 | +3.6% | 0.06% | +14.3% |
| Q4 2014 | $527,000 | -14.0% | 12,666 | -14.4% | 0.06% | -11.1% |
| Q3 2014 | $613,000 | +123.7% | 14,798 | +139.3% | 0.06% | +133.3% |
| Q2 2014 | $274,000 | – | 6,183 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 192,518 | $7,531,000 | 12.02% |
| ASPIRIANT, LLC | 2,353,359 | $92,063,000 | 10.12% |
| SIGNATUREFD, LLC | 849,528 | $33,234,000 | 6.44% |
| BOK Financial Private Wealth, Inc. | 732,336 | $28,649,000 | 4.91% |
| Gibson Capital, LLC | 312,397 | $12,173,000 | 4.34% |
| VALENTINE VENTURES LLC | 71,052 | $2,780,000 | 3.18% |
| Valmark Advisers, Inc. | 2,968,734 | $114,822,000 | 2.95% |
| CONNABLE OFFICE INC | 262,013 | $10,250,000 | 2.95% |
| MISSION WEALTH MANAGEMENT, LP | 225,025 | $8,803,000 | 2.48% |
| TD Ameritrade Trust Co | 199,089 | $7,788,000 | 2.25% |