SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 233 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,411 | -55.9% | 17,733 | -52.6% | 0.01% | -53.8% |
| Q2 2023 | $1,537,457 | -35.5% | 37,435 | -35.4% | 0.03% | -50.9% |
| Q1 2023 | $2,383,835 | -17.4% | 57,916 | -17.9% | 0.05% | -25.4% |
| Q4 2022 | $2,886,258 | -52.3% | 70,569 | -54.9% | 0.07% | -62.8% |
| Q3 2022 | $6,055,000 | -24.4% | 156,500 | -13.8% | 0.19% | -15.9% |
| Q2 2022 | $8,010,000 | -36.8% | 181,478 | -22.7% | 0.23% | -28.4% |
| Q1 2022 | $12,675,000 | -15.9% | 234,677 | -12.0% | 0.32% | -22.9% |
| Q4 2021 | $15,079,000 | +53.3% | 266,748 | +38.5% | 0.41% | -58.9% |
| Q3 2021 | $9,836,000 | -41.3% | 192,632 | -40.8% | 1.00% | +63.7% |
| Q2 2021 | $16,749,000 | -77.3% | 325,281 | -79.2% | 0.61% | -80.3% |
| Q1 2021 | $73,896,000 | +7.9% | 1,564,936 | +1.6% | 3.09% | -1.2% |
| Q4 2020 | $68,488,000 | +6.7% | 1,540,438 | -5.2% | 3.13% | -7.5% |
| Q3 2020 | $64,162,000 | -3.4% | 1,624,343 | -4.5% | 3.38% | -13.8% |
| Q2 2020 | $66,407,000 | -4.9% | 1,701,434 | -12.3% | 3.93% | -23.8% |
| Q1 2020 | $69,803,000 | -26.9% | 1,938,984 | +4.7% | 5.15% | -15.0% |
| Q4 2019 | $95,434,000 | +4.2% | 1,852,360 | +4.9% | 6.06% | -8.6% |
| Q3 2019 | $91,555,000 | +6.5% | 1,765,420 | +2.4% | 6.63% | +3.6% |
| Q2 2019 | $86,001,000 | +7.7% | 1,723,466 | +8.0% | 6.40% | -2.4% |
| Q1 2019 | $79,821,000 | +32.5% | 1,595,455 | +17.2% | 6.56% | -5.9% |
| Q4 2018 | $60,239,000 | -19.3% | 1,361,016 | -13.3% | 6.97% | -6.1% |
| Q3 2018 | $74,681,000 | +25.4% | 1,569,926 | +26.6% | 7.42% | +17.0% |
| Q2 2018 | $59,565,000 | +7.1% | 1,240,045 | +3.0% | 6.34% | +8.4% |
| Q1 2018 | $55,631,000 | -2.2% | 1,204,248 | +3.3% | 5.85% | -2.3% |
| Q4 2017 | $56,888,000 | +38.2% | 1,165,781 | +35.0% | 5.99% | +23.0% |
| Q3 2017 | $41,150,000 | -2.5% | 863,549 | -2.6% | 4.87% | -6.8% |
| Q2 2017 | $42,206,000 | -10.8% | 886,951 | -11.9% | 5.23% | -13.1% |
| Q1 2017 | $47,305,000 | +5.3% | 1,006,725 | +4.8% | 6.02% | -6.3% |
| Q4 2016 | $44,918,000 | +1.3% | 960,497 | +7.6% | 6.42% | -22.3% |
| Q3 2016 | $44,358,000 | +36.4% | 892,320 | +38.2% | 8.27% | -9.3% |
| Q2 2016 | $32,509,000 | +2.2% | 645,524 | -0.6% | 9.11% | -11.4% |
| Q1 2016 | $31,816,000 | -11.1% | 649,704 | -15.1% | 10.28% | -28.8% |
| Q4 2015 | $35,793,000 | +10.3% | 764,810 | +6.4% | 14.44% | +2.3% |
| Q3 2015 | $32,455,000 | +1.2% | 718,668 | +2.7% | 14.11% | +4.2% |
| Q2 2015 | $32,057,000 | +13.4% | 699,629 | +23.0% | 13.54% | +4.6% |
| Q1 2015 | $28,272,000 | +198.3% | 568,959 | +186.5% | 12.95% | +100.1% |
| Q4 2014 | $9,478,000 | +68.2% | 198,584 | +56.3% | 6.47% | +65.7% |
| Q3 2014 | $5,634,000 | – | 127,093 | – | 3.91% | – |
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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% |