SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 237 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,449 | -7.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,009 | -0.2% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,026 | +0.6% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,976 | -0.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 195 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $11,000 | 0.0% | 195 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $11,000 | -8.3% | 195 | -14.5% | 0.00% | -20.0% |
| Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $12,000 | +9.1% | 228 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 227 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $10,000 | +11.1% | 227 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $9,000 | 0.0% | 227 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | -25.0% | 227 | -30.4% | 0.01% | -33.3% |
| Q1 2020 | $12,000 | -29.4% | 326 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $17,000 | 0.0% | 326 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $17,000 | +6.2% | 326 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 325 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $16,000 | +23.1% | 325 | +10.2% | 0.01% | 0.0% |
| Q4 2018 | $13,000 | -7.1% | 295 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $14,000 | 0.0% | 295 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $14,000 | 0.0% | 295 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $14,000 | +100.0% | 295 | +118.5% | 0.01% | +120.0% |
| Q4 2017 | $7,000 | – | 135 | – | 0.01% | – |
Download | ||||||
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% |