SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,128 | -8.1% | 47 | 0.0% | 0.00% | – |
Q1 2024 | $1,227 | -4.4% | 47 | 0.0% | 0.00% | – |
Q4 2023 | $1,283 | +14.8% | 47 | 0.0% | 0.00% | – |
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 ↓ |
---|---|---|---|
ASPIRIANT, LLC | 2,300,011 | $96,899,000 | 17.35% |
Tactical Allocation Group LLC | 854,104 | $35,983,000 | 15.47% |
Gibson Capital, LLC | 906,952 | $38,210,000 | 15.07% |
BOK Financial Private Wealth, Inc. | 690,033 | $29,071,000 | 5.85% |
LifePlan Financial Group, Inc | 169,017 | $7,121,000 | 5.79% |
INTEGRATED WEALTH COUNSEL, LLC | 150,151 | $6,325,862,000 | 4.61% |
CONNABLE OFFICE INC | 322,330 | $13,580,000 | 3.82% |
Valmark Advisers, Inc. | 2,339,598 | $98,567,000 | 3.04% |
TD Ameritrade Trust Co | 215,310 | $9,071,000 | 2.97% |
ALESCO ADVISORS LLC | 543,393 | $22,893,000 | 2.68% |