SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 2 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,118 | -4.0% | 47 | 0.0% | 0.00% | – |
| Q2 2023 | $1,165 | -5.7% | 47 | 0.0% | 0.00% | – |
| Q1 2023 | $1,236 | +23.6% | 47 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 47 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | -33.3% | 47 | -50.5% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -40.0% | 95 | -33.1% | 0.00% | -50.0% |
| Q2 2021 | $5,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +400.0% | 142 | +195.8% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 48 | +108.7% | 0.00% | – |
| Q2 2020 | $1,000 | – | 23 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,004,677 | $23,891,227 | 1.77% |
| AWM CAPITAL, LLC | 259,255 | $6,165,078 | 1.25% |
| Schoolcraft Capital LLC | 115,128 | $2,737,744 | 0.77% |
| Idaho Trust Bank | 46,361 | $1,101,928 | 0.72% |
| RPg Family Wealth Advisory, LLC | 69,161 | $1,644,649 | 0.68% |
| BBJS FINANCIAL ADVISORS, LLC | 65,695 | $1,562,222 | 0.59% |
| MARYLAND CAPITAL ADVISORS INC. | 29,497 | $701,439 | 0.54% |
| Aletheian Wealth Advisors LLC | 22,326 | $530,912 | 0.41% |
| Upper Left Wealth Management, LLC | 14,327 | $340,697 | 0.35% |
| Innova Wealth Partners | 15,466 | $367,793 | 0.33% |