SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 177 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,516 | -4.0% | 2,671 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $66,161 | -5.7% | 2,671 | 0.0% | 0.02% | -11.5% |
| Q1 2023 | $70,194 | +97391.7% | 2,671 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $72 | -99.9% | 2,671 | -51.4% | 0.03% | -50.9% |
| Q3 2022 | $133,000 | -13.6% | 5,501 | +0.7% | 0.06% | -9.5% |
| Q2 2022 | $154,000 | -36.1% | 5,461 | -22.8% | 0.06% | -25.0% |
| Q1 2022 | $241,000 | -12.7% | 7,072 | -8.6% | 0.08% | -14.3% |
| Q4 2021 | $276,000 | +55.9% | 7,741 | +55.1% | 0.10% | +38.0% |
| Q3 2021 | $177,000 | -12.4% | 4,991 | -9.3% | 0.07% | -22.8% |
| Q2 2021 | $202,000 | -18.5% | 5,504 | -23.5% | 0.09% | -23.3% |
| Q1 2021 | $248,000 | 0.0% | 7,197 | -1.2% | 0.12% | -21.6% |
| Q4 2020 | $248,000 | +5.5% | 7,283 | -7.8% | 0.15% | -7.8% |
| Q3 2020 | $235,000 | +3.1% | 7,895 | 0.0% | 0.17% | -2.4% |
| Q2 2020 | $228,000 | +8.1% | 7,895 | 0.0% | 0.17% | -5.6% |
| Q1 2020 | $211,000 | -32.8% | 7,895 | -2.4% | 0.18% | -17.4% |
| Q4 2019 | $314,000 | -1.9% | 8,091 | 0.0% | 0.22% | +19.1% |
| Q3 2019 | $320,000 | +1.9% | 8,091 | 0.0% | 0.18% | +4.0% |
| Q2 2019 | $314,000 | -1.3% | 8,091 | 0.0% | 0.18% | -4.3% |
| Q1 2019 | $318,000 | +11.2% | 8,091 | 0.0% | 0.18% | +4.5% |
| Q4 2018 | $286,000 | +19.2% | 8,091 | +26.2% | 0.18% | +3.5% |
| Q1 2017 | $240,000 | – | 6,409 | – | 0.17% | – |
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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% |