SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $208,000 | -6.3% | 4,448 | 0.0% | 0.13% | -9.3% |
| Q3 2016 | $222,000 | -10.5% | 4,448 | -9.6% | 0.14% | -9.7% |
| Q2 2016 | $248,000 | +1.6% | 4,923 | -1.0% | 0.16% | -12.9% |
| Q1 2016 | $244,000 | -6.9% | 4,973 | -11.3% | 0.18% | -3.8% |
| Q4 2015 | $262,000 | +4.0% | 5,607 | +0.4% | 0.18% | +14.2% |
| Q3 2015 | $252,000 | -14.0% | 5,584 | -12.5% | 0.16% | -23.2% |
| Q2 2015 | $293,000 | -11.2% | 6,384 | -3.8% | 0.21% | -10.6% |
| Q1 2015 | $330,000 | +5.8% | 6,634 | +1.5% | 0.24% | +26.2% |
| Q4 2014 | $312,000 | +7.6% | 6,534 | 0.0% | 0.19% | -14.2% |
| Q3 2014 | $290,000 | -4.9% | 6,534 | 0.0% | 0.22% | +25.3% |
| Q2 2014 | $305,000 | +7.0% | 6,534 | 0.0% | 0.17% | -14.3% |
| Q1 2014 | $285,000 | +5.2% | 6,534 | 0.0% | 0.20% | +1461.5% |
| Q4 2013 | $271,000 | -1.8% | 6,534 | 0.0% | 0.01% | -94.0% |
| Q3 2013 | $276,000 | +2.2% | 6,534 | +1.8% | 0.22% | +923.8% |
| Q2 2013 | $270,000 | – | 6,416 | – | 0.02% | – |
Download | ||||||
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% |