SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 232 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,017 | -88.0% | 15,655 | -87.1% | 0.00% | -84.2% |
| Q2 2023 | $4,976,900 | +16.8% | 121,180 | +17.0% | 0.02% | +90.0% |
| Q1 2023 | $4,262,062 | +5.1% | 103,549 | +4.4% | 0.01% | -61.5% |
| Q4 2022 | $4,056,759 | +7.3% | 99,187 | +1.5% | 0.03% | -42.2% |
| Q3 2022 | $3,781,000 | -11.8% | 97,732 | +0.6% | 0.04% | -4.3% |
| Q2 2022 | $4,288,000 | -14.0% | 97,164 | +5.2% | 0.05% | -39.0% |
| Q1 2022 | $4,986,000 | -5.5% | 92,324 | -1.1% | 0.08% | -3.8% |
| Q4 2021 | $5,275,000 | +15.2% | 93,316 | +4.1% | 0.08% | -20.8% |
| Q3 2021 | $4,579,000 | +9.2% | 89,678 | +10.1% | 0.10% | +9.8% |
| Q2 2021 | $4,194,000 | +7.3% | 81,454 | -1.5% | 0.09% | -1.1% |
| Q1 2021 | $3,907,000 | +16.5% | 82,734 | +9.7% | 0.09% | -13.9% |
| Q4 2020 | $3,354,000 | – | 75,451 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,240,045 | $59,565,000 | 6.34% |
| Rinet Co LLC | 309,511 | $14,891,000 | 5.67% |
| St. Louis Trust Co | 283,058 | $13,618,000 | 4.55% |
| FC Advisory LLC | 135,119 | $6,501,000 | 4.23% |
| USAdvisors Wealth Management, LLC | 105,856 | $5,092,000 | 3.85% |
| McKinley Carter Wealth Services, Inc. | 218,706 | $10,522,000 | 3.39% |
| JFS WEALTH ADVISORS, LLC | 239,932 | $11,543,000 | 3.04% |
| PDS Planning, Inc | 63,940 | $3,076,000 | 3.03% |
| C-J Advisory, Inc. | 83,131 | $3,999,000 | 2.80% |
| Dakota Wealth Management | 141,160 | $6,791,000 | 1.89% |