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 2023 | $1,028,560 | -4.8% | 26,926 | +2.3% | 0.01% | 0.0% |
| Q2 2023 | $1,080,561 | +4.7% | 26,310 | +4.9% | 0.01% | 0.0% |
| Q1 2023 | $1,032,115 | +0.6% | 25,076 | -0.1% | 0.01% | -10.0% |
| Q4 2022 | $1,026,356 | +11.0% | 25,094 | +4.9% | 0.01% | -44.4% |
| Q3 2022 | $925,000 | -13.6% | 23,916 | -1.5% | 0.02% | +5.9% |
| Q2 2022 | $1,071,000 | -19.4% | 24,271 | -1.4% | 0.02% | -10.5% |
| Q1 2022 | $1,329,000 | -3.3% | 24,607 | +1.3% | 0.02% | -5.0% |
| Q4 2021 | $1,374,000 | +11.6% | 24,297 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $1,231,000 | +1.0% | 24,111 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $1,219,000 | +11.0% | 23,683 | +1.9% | 0.02% | -9.1% |
| Q1 2021 | $1,098,000 | +8.5% | 23,242 | +2.1% | 0.02% | +10.0% |
| Q4 2020 | $1,012,000 | +370.7% | 22,772 | +318.4% | 0.02% | +11.1% |
| Q3 2020 | $215,000 | +4.4% | 5,442 | +3.0% | 0.02% | -5.3% |
| Q2 2020 | $206,000 | -33.1% | 5,285 | -11.0% | 0.02% | -38.7% |
| Q4 2019 | $308,000 | -2.2% | 5,939 | -1.8% | 0.03% | -18.4% |
| Q3 2019 | $315,000 | -1.9% | 6,048 | -6.5% | 0.04% | -7.3% |
| Q2 2019 | $321,000 | -7.2% | 6,468 | -5.4% | 0.04% | -16.3% |
| Q1 2019 | $346,000 | +9.8% | 6,839 | -2.1% | 0.05% | -3.9% |
| Q4 2018 | $315,000 | -7.6% | 6,988 | -1.0% | 0.05% | +4.1% |
| Q3 2018 | $341,000 | +5.6% | 7,056 | +6.1% | 0.05% | -14.0% |
| Q2 2018 | $323,000 | +7.3% | 6,653 | +4.0% | 0.06% | +1.8% |
| Q1 2018 | $301,000 | +3.4% | 6,396 | +8.9% | 0.06% | +5.7% |
| Q4 2017 | $291,000 | +3.9% | 5,872 | +1.8% | 0.05% | -14.5% |
| Q3 2017 | $280,000 | +33.3% | 5,766 | +31.5% | 0.06% | +21.6% |
| Q2 2017 | $210,000 | – | 4,384 | – | 0.05% | – |
Download | ||||||
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% |