SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 210 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $236,000 | -75.5% | 6,037 | -77.4% | 0.14% | -79.2% |
| Q1 2020 | $962,000 | -29.5% | 26,735 | +1.0% | 0.66% | -9.9% |
| Q4 2019 | $1,364,000 | +18.6% | 26,469 | +19.3% | 0.74% | +11.0% |
| Q3 2019 | $1,150,000 | +4.0% | 22,179 | +0.1% | 0.66% | -6.9% |
| Q2 2019 | $1,106,000 | +12.6% | 22,164 | -0.1% | 0.71% | -5.7% |
| Q4 2018 | $982,000 | – | 22,177 | – | 0.76% | – |
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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% |