SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 235 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,138,000 | -18.5% | 60,513 | -18.0% | 0.02% | -21.4% |
| Q3 2019 | $3,849,000 | -3.9% | 73,781 | -7.6% | 0.03% | -9.7% |
| Q2 2019 | $4,007,000 | -14.2% | 79,840 | -13.9% | 0.03% | -18.4% |
| Q1 2019 | $4,668,000 | +7.6% | 92,748 | -4.7% | 0.04% | -11.6% |
| Q4 2018 | $4,337,000 | +403.7% | 97,365 | +438.7% | 0.04% | +377.8% |
| Q3 2018 | $861,000 | +25.9% | 18,073 | +27.1% | 0.01% | 0.0% |
| Q2 2018 | $684,000 | -6.0% | 14,217 | -9.6% | 0.01% | -10.0% |
| Q1 2018 | $728,000 | -28.6% | 15,730 | -24.6% | 0.01% | -28.6% |
| Q4 2017 | $1,019,000 | +14.2% | 20,854 | +11.7% | 0.01% | 0.0% |
| Q3 2017 | $892,000 | +113.4% | 18,663 | +112.7% | 0.01% | +100.0% |
| Q2 2017 | $418,000 | +113.3% | 8,773 | +111.4% | 0.01% | +75.0% |
| Q1 2017 | $196,000 | +24.1% | 4,149 | +23.3% | 0.00% | 0.0% |
| Q4 2016 | $158,000 | -33.6% | 3,364 | -29.7% | 0.00% | -33.3% |
| Q3 2016 | $238,000 | -6.3% | 4,783 | -6.4% | 0.01% | -14.3% |
| Q2 2016 | $254,000 | – | 5,111 | – | 0.01% | – |
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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% |