SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 2 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,612 | -4.0% | 236 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,846 | -5.7% | 236 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,202 | +106.7% | 236 | +90.3% | 0.00% | – |
| Q3 2022 | $3,000 | -85.7% | 124 | -76.0% | 0.00% | -100.0% |
| Q1 2016 | $21,000 | +5.0% | 516 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $20,000 | +900.0% | 516 | +1158.5% | 0.01% | +500.0% |
| Q2 2015 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | -86.7% | 41 | -88.5% | 0.00% | -85.7% |
| Q3 2013 | $15,000 | -99.5% | 355 | -99.6% | 0.01% | -99.6% |
| Q2 2013 | $3,288,000 | – | 82,406 | – | 1.62% | – |
Download | ||||||
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% |