SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 224 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $63,000 | +231.6% | 1,632 | +280.4% | 0.03% | +244.4% |
| Q2 2022 | $19,000 | -68.3% | 429 | -61.1% | 0.01% | -62.5% |
| Q1 2022 | $60,000 | -31.8% | 1,102 | -29.4% | 0.02% | -33.3% |
| Q4 2021 | $88,000 | +10.0% | 1,560 | -0.1% | 0.04% | 0.0% |
| Q3 2021 | $80,000 | 0.0% | 1,561 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $80,000 | +8.1% | 1,561 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $74,000 | +7.2% | 1,561 | +0.1% | 0.04% | 0.0% |
| Q4 2020 | $69,000 | +11.3% | 1,560 | 0.0% | 0.04% | -5.1% |
| Q3 2020 | $62,000 | -19.5% | 1,560 | -21.0% | 0.04% | -25.0% |
| Q2 2020 | $77,000 | -46.2% | 1,974 | -50.3% | 0.05% | -46.4% |
| Q1 2020 | $143,000 | – | 3,970 | – | 0.10% | – |
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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% |