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 | $348,171 | -13.5% | 13,345 | -9.5% | 0.08% | -22.4% |
Q4 2023 | $402,528 | +5.8% | 14,750 | -7.8% | 0.11% | -32.7% |
Q3 2023 | $380,361 | -22.0% | 15,995 | -18.7% | 0.16% | -25.4% |
Q2 2023 | $487,474 | -24.6% | 19,680 | -20.0% | 0.21% | -29.5% |
Q1 2023 | $646,357 | -1.7% | 24,595 | +0.2% | 0.30% | -10.1% |
Q4 2022 | $657,337 | +16.5% | 24,555 | +5.0% | 0.34% | +11.3% |
Q3 2022 | $564,000 | -11.5% | 23,385 | +3.6% | 0.30% | -4.4% |
Q2 2022 | $637,000 | -19.2% | 22,580 | -2.3% | 0.32% | +2.6% |
Q1 2022 | $788,000 | -4.3% | 23,115 | -0.1% | 0.31% | -4.9% |
Q4 2021 | $823,000 | -1.3% | 23,130 | -1.5% | 0.32% | -4.1% |
Q3 2021 | $834,000 | -3.0% | 23,488 | +0.3% | 0.34% | -1.2% |
Q2 2021 | $860,000 | +7.8% | 23,410 | +1.0% | 0.34% | -0.9% |
Q1 2021 | $798,000 | +6.0% | 23,173 | +4.9% | 0.34% | +17.7% |
Q4 2020 | $753,000 | +9.0% | 22,089 | -5.0% | 0.29% | -5.8% |
Q3 2020 | $691,000 | +13.3% | 23,257 | +10.0% | 0.31% | +3.3% |
Q2 2020 | $610,000 | -22.8% | 21,152 | +3.9% | 0.30% | -16.6% |
Q4 2019 | $790,000 | +0.9% | 20,356 | +2.8% | 0.36% | -3.2% |
Q3 2019 | $783,000 | -0.5% | 19,806 | -2.5% | 0.37% | +4.5% |
Q2 2019 | $787,000 | +4.1% | 20,306 | +5.5% | 0.36% | -0.6% |
Q1 2019 | $756,000 | +17.6% | 19,246 | +5.8% | 0.36% | +8.8% |
Q4 2018 | $643,000 | +5.9% | 18,187 | +14.5% | 0.33% | +35.2% |
Q3 2018 | $607,000 | -4.7% | 15,879 | -2.5% | 0.24% | -15.6% |
Q2 2018 | $637,000 | +0.8% | 16,284 | +3.2% | 0.29% | +0.3% |
Q1 2018 | $632,000 | +1.1% | 15,784 | +2.2% | 0.29% | +7.1% |
Q4 2017 | $625,000 | +6.3% | 15,444 | +0.8% | 0.27% | +8.0% |
Q3 2017 | $588,000 | +1.4% | 15,314 | +0.7% | 0.25% | -6.0% |
Q2 2017 | $580,000 | +2.7% | 15,214 | +0.7% | 0.26% | +0.8% |
Q1 2017 | $565,000 | +22.0% | 15,109 | +17.8% | 0.26% | -11.7% |
Q4 2016 | $463,000 | -16.1% | 12,829 | -3.0% | 0.30% | +5.7% |
Q3 2016 | $552,000 | +9.3% | 13,224 | +8.5% | 0.28% | +7.6% |
Q2 2016 | $505,000 | +1.0% | 12,184 | +1.0% | 0.26% | -1.5% |
Q1 2016 | $500,000 | +13.4% | 12,059 | +7.0% | 0.27% | +7.7% |
Q4 2015 | $441,000 | +3.8% | 11,269 | +4.3% | 0.25% | -1.6% |
Q3 2015 | $425,000 | +1.4% | 10,804 | +7.8% | 0.25% | -12.2% |
Q2 2015 | $419,000 | +86.2% | 10,019 | +92.7% | 0.29% | +84.5% |
Q1 2015 | $225,000 | – | 5,198 | – | 0.16% | – |
Download |
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% |