SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 251 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $978,000 | -46.9% | 27,177 | -23.9% | 0.37% | -42.7% |
| Q4 2019 | $1,841,000 | -35.1% | 35,732 | -34.7% | 0.64% | -42.3% |
| Q3 2019 | $2,837,000 | +22.2% | 54,702 | +17.5% | 1.11% | +9.9% |
| Q2 2019 | $2,322,000 | +16.9% | 46,540 | +17.2% | 1.01% | +3.9% |
| Q1 2019 | $1,987,000 | +16.1% | 39,722 | +2.8% | 0.97% | +3.7% |
| Q4 2018 | $1,711,000 | +0.9% | 38,650 | +8.4% | 0.94% | -28.1% |
| Q3 2018 | $1,695,000 | -0.6% | 35,640 | +0.5% | 1.30% | -16.4% |
| Q2 2018 | $1,706,000 | +8.0% | 35,479 | +3.9% | 1.56% | -0.1% |
| Q1 2018 | $1,580,000 | +1.2% | 34,156 | +7.0% | 1.56% | -9.5% |
| Q4 2017 | $1,561,000 | – | 31,928 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,204,248 | $55,631,000 | 5.85% |
| Rinet Co LLC | 302,709 | $14,006,000 | 5.52% |
| St. Louis Trust Co | 288,976 | $13,371,000 | 4.59% |
| FC Advisory LLC | 136,214 | $6,303,000 | 4.13% |
| USAdvisors Wealth Management, LLC | 103,803 | $4,803,000 | 3.81% |
| Dakota Wealth Management | 137,533 | $6,364,000 | 3.28% |
| McKinley Carter Wealth Services, Inc. | 216,047 | $9,997,000 | 3.27% |
| OptiFour Integrated Wealth Management, LLC | 83,876 | $3,881,000 | 3.24% |
| PDS Planning, Inc | 63,102 | $2,920,000 | 2.95% |
| JFS WEALTH ADVISORS, LLC | 239,728 | $11,092,000 | 2.93% |