SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 237 filers reported holding SPDR INDEX SHS FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $820,000 | -2.3% | 15,815 | -6.0% | 0.30% | -5.9% |
| Q2 2019 | $839,000 | -12.0% | 16,820 | -11.7% | 0.32% | -12.7% |
| Q1 2019 | $953,000 | -1.3% | 19,053 | -12.8% | 0.37% | -17.7% |
| Q4 2018 | $966,000 | -19.7% | 21,843 | -14.1% | 0.45% | -10.3% |
| Q3 2018 | $1,203,000 | -7.9% | 25,441 | -6.9% | 0.50% | -11.6% |
| Q2 2018 | $1,306,000 | -71.4% | 27,337 | -75.1% | 0.57% | -44.9% |
| Q1 2018 | $4,567,000 | +253.5% | 109,847 | +313.2% | 1.03% | +78.7% |
| Q4 2017 | $1,292,000 | +7.1% | 26,583 | +5.2% | 0.58% | -32.5% |
| Q3 2017 | $1,206,000 | +10.8% | 25,272 | +8.5% | 0.86% | +52.6% |
| Q2 2017 | $1,088,000 | +1.2% | 23,283 | +2.4% | 0.56% | -0.5% |
| Q1 2017 | $1,075,000 | -0.4% | 22,741 | -1.1% | 0.56% | -7.7% |
| Q4 2016 | $1,079,000 | -16.2% | 23,005 | -13.5% | 0.61% | -23.0% |
| Q3 2016 | $1,288,000 | – | 26,586 | – | 0.79% | – |
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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% |