SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 264 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,876 | -7.0% | 180 | 0.0% | 0.00% | – |
| Q2 2023 | $7,393 | -0.2% | 180 | 0.0% | 0.00% | – |
| Q1 2023 | $7,409 | +0.6% | 180 | 0.0% | 0.00% | – |
| Q4 2022 | $7,362 | +5.2% | 180 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 180 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -20.0% | 180 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 180 | -3.7% | 0.00% | – |
| Q3 2021 | $10,000 | -23.1% | 187 | -24.9% | 0.00% | – |
| Q2 2021 | $13,000 | +8.3% | 249 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | +9.1% | 249 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $11,000 | +22.2% | 249 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 249 | +4.2% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | +12.5% | 239 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -50.0% | 239 | -26.5% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | +60.0% | 325 | +63.3% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | – | 199 | – | 0.00% | – |
Download | ||||||
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% |