SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 192 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,431 | -15.1% | 25,712 | -11.6% | 0.10% | -15.3% |
| Q2 2023 | $720,510 | -19.0% | 29,088 | -14.1% | 0.12% | -25.7% |
| Q1 2023 | $889,394 | -6.8% | 33,843 | -5.1% | 0.17% | -12.1% |
| Q4 2022 | $954,377 | +0.5% | 35,651 | -9.5% | 0.19% | -10.0% |
| Q3 2022 | $950,000 | -16.7% | 39,401 | -2.4% | 0.21% | -16.3% |
| Q2 2022 | $1,140,000 | -22.6% | 40,382 | -6.5% | 0.25% | -12.8% |
| Q1 2022 | $1,473,000 | +56.2% | 43,190 | +63.2% | 0.29% | +52.9% |
| Q4 2021 | $943,000 | -0.5% | 26,472 | -0.8% | 0.19% | -9.1% |
| Q3 2021 | $948,000 | -11.3% | 26,697 | -8.3% | 0.21% | -15.1% |
| Q2 2021 | $1,069,000 | +2.4% | 29,122 | -3.9% | 0.24% | -12.8% |
| Q1 2021 | $1,044,000 | +0.9% | 30,308 | -0.2% | 0.28% | -12.7% |
| Q4 2020 | $1,035,000 | +14.6% | 30,361 | -0.1% | 0.32% | -1.5% |
| Q3 2020 | $903,000 | -15.1% | 30,390 | -17.5% | 0.33% | -17.2% |
| Q2 2020 | $1,063,000 | -21.8% | 36,855 | -27.4% | 0.40% | -33.9% |
| Q1 2020 | $1,360,000 | +67.1% | 50,796 | +142.2% | 0.60% | +99.3% |
| Q4 2019 | $814,000 | -2.7% | 20,973 | -0.9% | 0.30% | -8.8% |
| Q3 2019 | $837,000 | +2.8% | 21,173 | +0.7% | 0.33% | -3.2% |
| Q2 2019 | $814,000 | -4.0% | 21,017 | -2.7% | 0.34% | -15.2% |
| Q1 2019 | $848,000 | -0.2% | 21,598 | -10.2% | 0.40% | -12.8% |
| Q4 2018 | $850,000 | +47.8% | 24,060 | +60.0% | 0.46% | +62.0% |
| Q3 2018 | $575,000 | +21.8% | 15,035 | +24.7% | 0.28% | +6.8% |
| Q2 2018 | $472,000 | -2.3% | 12,060 | 0.0% | 0.27% | -7.6% |
| Q1 2018 | $483,000 | -1.0% | 12,060 | 0.0% | 0.29% | -8.0% |
| Q4 2017 | $488,000 | +5.4% | 12,060 | 0.0% | 0.31% | -3.7% |
| Q3 2017 | $463,000 | +0.9% | 12,060 | -1.7% | 0.32% | -16.9% |
| Q1 2017 | $459,000 | +2.9% | 12,265 | +0.8% | 0.39% | -5.8% |
| Q4 2016 | $446,000 | – | 12,165 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 192,518 | $7,531,000 | 12.02% |
| ASPIRIANT, LLC | 2,353,359 | $92,063,000 | 10.12% |
| SIGNATUREFD, LLC | 849,528 | $33,234,000 | 6.44% |
| BOK Financial Private Wealth, Inc. | 732,336 | $28,649,000 | 4.91% |
| Gibson Capital, LLC | 312,397 | $12,173,000 | 4.34% |
| VALENTINE VENTURES LLC | 71,052 | $2,780,000 | 3.18% |
| Valmark Advisers, Inc. | 2,968,734 | $114,822,000 | 2.95% |
| CONNABLE OFFICE INC | 262,013 | $10,250,000 | 2.95% |
| MISSION WEALTH MANAGEMENT, LP | 225,025 | $8,803,000 | 2.48% |
| TD Ameritrade Trust Co | 199,089 | $7,788,000 | 2.25% |