SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 199 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $269,000 | -0.7% | 5,197 | -0.7% | 0.20% | -7.8% |
| Q3 2019 | $271,000 | +3.0% | 5,234 | -0.6% | 0.22% | +9.0% |
| Q2 2019 | $263,000 | +17.9% | 5,266 | +9.4% | 0.20% | +5.2% |
| Q1 2019 | $223,000 | -8.2% | 4,814 | -12.4% | 0.19% | -17.0% |
| Q4 2018 | $243,000 | -4.3% | 5,495 | +2.9% | 0.23% | +7.0% |
| Q3 2018 | $254,000 | +2.4% | 5,340 | +3.7% | 0.22% | +1.4% |
| Q2 2018 | $248,000 | +6.9% | 5,150 | +2.8% | 0.21% | +9.8% |
| Q1 2018 | $232,000 | +3.1% | 5,011 | +8.7% | 0.19% | +14.9% |
| Q4 2017 | $225,000 | +6.1% | 4,608 | +3.9% | 0.17% | 0.0% |
| Q3 2017 | $212,000 | – | 4,437 | – | 0.17% | – |
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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% |