SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 157 filers reported holding SPDR INDEX SHS FDS in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,789,000 | -36.1% | 105,254 | -8.5% | 1.98% | -21.2% |
| Q4 2019 | $5,925,000 | -3.4% | 114,999 | -2.8% | 2.51% | -5.3% |
| Q3 2019 | $6,136,000 | +5.4% | 118,318 | +1.4% | 2.64% | +0.2% |
| Q2 2019 | $5,822,000 | -3.1% | 116,671 | -2.8% | 2.64% | -5.7% |
| Q1 2019 | $6,007,000 | +47.1% | 120,058 | +30.1% | 2.80% | +5.3% |
| Q4 2018 | $4,084,000 | -3.0% | 92,279 | +4.3% | 2.66% | +20.9% |
| Q3 2018 | $4,210,000 | +95.9% | 88,494 | +98.1% | 2.20% | +84.6% |
| Q2 2018 | $2,149,000 | -49.9% | 44,672 | -51.8% | 1.19% | -50.8% |
| Q1 2018 | $4,290,000 | -3.1% | 92,727 | +2.4% | 2.42% | -6.2% |
| Q4 2017 | $4,426,000 | +68.7% | 90,540 | +65.6% | 2.58% | +86.8% |
| Q3 2017 | $2,623,000 | +262200.0% | 54,665 | +182116.7% | 1.38% | +138200.0% |
| Q1 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | -98.8% | 30 | -98.1% | 0.00% | -97.9% |
| Q3 2016 | $80,000 | -24.5% | 1,602 | -23.9% | 0.05% | -27.3% |
| Q2 2016 | $106,000 | -41.4% | 2,104 | -43.2% | 0.07% | -50.4% |
| Q1 2016 | $181,000 | -94.8% | 3,701 | -95.0% | 0.13% | -94.5% |
| Q4 2015 | $3,474,000 | -34.4% | 74,240 | -37.9% | 2.42% | -40.6% |
| Q3 2015 | $5,293,000 | -29.1% | 119,485 | -20.4% | 4.08% | -14.8% |
| Q1 2015 | $7,462,000 | – | 150,163 | – | 4.79% | – |
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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% |