SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 199 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,806,000 | +0.1% | 58,758 | 0.0% | 1.15% | -5.1% |
| Q2 2017 | $2,802,000 | +1.3% | 58,758 | 0.0% | 1.21% | +0.2% |
| Q1 2017 | $2,766,000 | -7.6% | 58,758 | -8.0% | 1.21% | +48.0% |
| Q4 2016 | $2,994,000 | -6.2% | 63,898 | -0.2% | 0.82% | -5.2% |
| Q3 2016 | $3,191,000 | -0.4% | 64,054 | +0.7% | 0.86% | -21.1% |
| Q2 2016 | $3,203,000 | -6.6% | 63,605 | -9.2% | 1.09% | +27.8% |
| Q1 2016 | $3,430,000 | +9.7% | 70,052 | +4.8% | 0.86% | +2.4% |
| Q4 2015 | $3,127,000 | -7.8% | 66,816 | -11.0% | 0.84% | -11.8% |
| Q3 2015 | $3,390,000 | -14.1% | 75,075 | -12.8% | 0.95% | -15.4% |
| Q2 2015 | $3,947,000 | -10.3% | 86,144 | -2.7% | 1.12% | -6.1% |
| Q1 2015 | $4,401,000 | -5.3% | 88,570 | -9.0% | 1.19% | -6.5% |
| Q4 2014 | $4,645,000 | -6.6% | 97,327 | -13.2% | 1.28% | -11.4% |
| Q3 2014 | $4,971,000 | -8.4% | 112,142 | -3.6% | 1.44% | -8.5% |
| Q2 2014 | $5,426,000 | – | 116,309 | – | 1.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,204,248 | $55,631,000 | 5.85% |
| Rinet Co LLC | 302,709 | $14,006,000 | 5.52% |
| St. Louis Trust Co | 288,976 | $13,371,000 | 4.59% |
| FC Advisory LLC | 136,214 | $6,303,000 | 4.13% |
| USAdvisors Wealth Management, LLC | 103,803 | $4,803,000 | 3.81% |
| Dakota Wealth Management | 137,533 | $6,364,000 | 3.28% |
| McKinley Carter Wealth Services, Inc. | 216,047 | $9,997,000 | 3.27% |
| OptiFour Integrated Wealth Management, LLC | 83,876 | $3,881,000 | 3.24% |
| PDS Planning, Inc | 63,102 | $2,920,000 | 2.95% |
| JFS WEALTH ADVISORS, LLC | 239,728 | $11,092,000 | 2.93% |