SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 210 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417,071 | -24.2% | 10,918 | -18.5% | 0.02% | -24.0% |
| Q2 2023 | $550,053 | -2.4% | 13,393 | -2.2% | 0.02% | +4.2% |
| Q1 2023 | $563,378 | +2.2% | 13,688 | +1.6% | 0.02% | -7.7% |
| Q4 2022 | $551,102 | +18270.1% | 13,474 | +19148.6% | 0.03% | – |
| Q1 2021 | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 70 | +25.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -87.5% | 56 | -83.5% | 0.00% | -100.0% |
| Q3 2018 | $16,000 | 0.0% | 340 | +0.9% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 337 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -6.2% | 334 | +0.3% | 0.00% | -25.0% |
| Q4 2017 | $16,000 | +700.0% | 333 | +640.0% | 0.00% | +300.0% |
| Q3 2017 | $2,000 | -84.6% | 45 | -84.4% | 0.00% | -87.5% |
| Q4 2016 | $13,000 | +160.0% | 288 | +213.0% | 0.01% | +166.7% |
| Q3 2016 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
| Q2 2016 | $5,000 | – | 92 | – | 0.00% | – |
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% |