SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 224 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $208,000 | -39.0% | 4,712 | -34.7% | 0.10% | -22.5% |
| Q1 2021 | $341,000 | -20.3% | 7,215 | -25.0% | 0.13% | -41.6% |
| Q4 2020 | $428,000 | -22.5% | 9,617 | -31.2% | 0.22% | -28.7% |
| Q3 2020 | $552,000 | -46.3% | 13,974 | -46.9% | 0.31% | -52.1% |
| Q2 2020 | $1,028,000 | -21.5% | 26,334 | -27.6% | 0.65% | -33.9% |
| Q1 2020 | $1,310,000 | -29.6% | 36,383 | +0.7% | 0.98% | -34.9% |
| Q4 2019 | $1,861,000 | +2.6% | 36,114 | +3.3% | 1.50% | +9.6% |
| Q3 2019 | $1,813,000 | +13.0% | 34,950 | +8.7% | 1.37% | +10.3% |
| Q2 2019 | $1,605,000 | +10.1% | 32,165 | +10.3% | 1.24% | +5.4% |
| Q1 2019 | $1,458,000 | +37.0% | 29,149 | +21.2% | 1.18% | -2.2% |
| Q4 2018 | $1,064,000 | – | 24,048 | – | 1.20% | – |
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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% |