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 2023 | $313 | +9.4% | 7,103 | +1.6% | 0.01% | -50.0% |
| Q4 2022 | $286 | -99.9% | 6,994 | -1.5% | 0.02% | -5.9% |
| Q3 2022 | $275,000 | -60.4% | 7,099 | -54.8% | 0.02% | -55.3% |
| Q2 2022 | $694,000 | -18.3% | 15,717 | -0.0% | 0.04% | -13.6% |
| Q1 2022 | $849,000 | -6.7% | 15,718 | -2.4% | 0.04% | -2.2% |
| Q4 2021 | $910,000 | +7.7% | 16,105 | -2.6% | 0.04% | -10.0% |
| Q3 2021 | $845,000 | +30.0% | 16,543 | +31.1% | 0.05% | +25.0% |
| Q2 2021 | $650,000 | +18.4% | 12,619 | +8.5% | 0.04% | -4.8% |
| Q1 2021 | $549,000 | +9.1% | 11,631 | +2.7% | 0.04% | 0.0% |
| Q4 2020 | $503,000 | -29.8% | 11,321 | -37.7% | 0.04% | -58.0% |
| Q3 2020 | $717,000 | +36.6% | 18,164 | +35.0% | 0.10% | +22.0% |
| Q2 2020 | $525,000 | -1.3% | 13,456 | -8.9% | 0.08% | -19.6% |
| Q1 2020 | $532,000 | -4.7% | 14,776 | +36.4% | 0.10% | +8.5% |
| Q4 2019 | $558,000 | -3.8% | 10,832 | -3.1% | 0.09% | -16.1% |
| Q3 2019 | $580,000 | +88.9% | 11,181 | +81.5% | 0.11% | +75.0% |
| Q2 2019 | $307,000 | +10.4% | 6,161 | +11.0% | 0.06% | -12.3% |
| Q1 2019 | $278,000 | +29.3% | 5,550 | +14.2% | 0.07% | +1.4% |
| Q4 2018 | $215,000 | – | 4,859 | – | 0.07% | – |
Download | ||||||
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% |