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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $6,157 | -4.4% | 236 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $6,440 | +14.8% | 236 | 0.0% | 0.00% | 0.0% |
| 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% | – |
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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% |