SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 255 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $738,572 | +19.2% | 17,606 | +16.9% | 0.18% | +14.9% |
| Q1 2023 | $619,664 | +67.8% | 15,055 | +66.7% | 0.15% | +57.1% |
| Q4 2022 | $369,286 | +18.7% | 9,029 | +12.4% | 0.10% | +10.1% |
| Q3 2022 | $311,000 | +0.3% | 8,031 | +14.3% | 0.09% | +1.1% |
| Q2 2022 | $310,000 | -0.3% | 7,025 | +22.2% | 0.09% | +4.8% |
| Q1 2022 | $311,000 | -32.1% | 5,750 | -29.1% | 0.08% | -30.0% |
| Q4 2021 | $458,000 | +25.1% | 8,107 | +13.0% | 0.12% | +20.0% |
| Q3 2021 | $366,000 | +14.7% | 7,173 | +15.9% | 0.10% | +13.6% |
| Q2 2021 | $319,000 | +22.2% | 6,187 | +5.4% | 0.09% | +10.0% |
| Q1 2021 | $261,000 | – | 5,870 | – | 0.08% | – |
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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% |