SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 199 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $173,000 | +0.6% | 3,466 | -10.8% | 0.06% | -17.4% |
| Q4 2018 | $172,000 | -25.5% | 3,885 | -22.8% | 0.07% | -26.6% |
| Q3 2018 | $231,000 | -8.3% | 5,031 | -3.8% | 0.09% | -10.5% |
| Q2 2018 | $252,000 | -14.3% | 5,232 | -17.8% | 0.10% | -17.3% |
| Q1 2018 | $294,000 | -17.9% | 6,366 | -13.9% | 0.13% | -18.6% |
| Q4 2017 | $358,000 | -34.7% | 7,396 | -35.5% | 0.16% | -38.1% |
| Q3 2017 | $548,000 | -7.1% | 11,467 | -6.6% | 0.25% | -21.0% |
| Q2 2017 | $590,000 | -23.4% | 12,280 | -24.9% | 0.32% | -19.6% |
| Q1 2017 | $770,000 | -91.7% | 16,350 | -91.7% | 0.40% | -90.5% |
| Q4 2016 | $9,248,000 | +4.0% | 197,346 | +5.3% | 4.18% | -34.4% |
| Q3 2016 | $8,894,000 | -2.8% | 187,444 | +3.2% | 6.37% | -5.3% |
| Q2 2016 | $9,152,000 | +2.1% | 181,649 | -1.2% | 6.73% | -0.1% |
| Q1 2016 | $8,962,000 | +8.7% | 183,783 | +4.3% | 6.74% | +15.2% |
| Q4 2015 | $8,247,000 | +1.2% | 176,205 | -2.0% | 5.85% | -7.7% |
| Q3 2015 | $8,148,000 | +1.6% | 179,747 | +3.8% | 6.33% | +4.8% |
| Q2 2015 | $8,021,000 | +4.4% | 173,223 | +12.3% | 6.04% | +2.7% |
| Q1 2015 | $7,686,000 | +6.3% | 154,308 | +1.8% | 5.88% | -17.6% |
| Q4 2014 | $7,232,000 | – | 151,515 | – | 7.14% | – |
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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% |