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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,489 | -6.1% | 589 | +1.0% | 0.01% | -10.0% |
| Q2 2023 | $23,939 | +99645.8% | 583 | +1.0% | 0.01% | -9.1% |
| Q1 2023 | $24 | +4.3% | 577 | +0.7% | 0.01% | 0.0% |
| Q4 2022 | $23 | -99.9% | 573 | +1.1% | 0.01% | -38.9% |
| Q3 2022 | $22,000 | -12.0% | 567 | +1.2% | 0.02% | +80.0% |
| Q2 2022 | $25,000 | -16.7% | 560 | +0.7% | 0.01% | -16.7% |
| Q1 2022 | $30,000 | -3.2% | 556 | +0.5% | 0.01% | -14.3% |
| Q4 2021 | $31,000 | +10.7% | 553 | +1.1% | 0.01% | +7.7% |
| Q3 2021 | $28,000 | 0.0% | 547 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +12.0% | 543 | +0.7% | 0.01% | +18.2% |
| Q1 2021 | $25,000 | -28.6% | 539 | +0.4% | 0.01% | -31.2% |
| Q4 2020 | $35,000 | -18.6% | 537 | -50.6% | 0.02% | -33.3% |
| Q3 2020 | $43,000 | +38.7% | 1,086 | +37.1% | 0.02% | +26.3% |
| Q2 2020 | $31,000 | -24.4% | 792 | -1.6% | 0.02% | -29.6% |
| Q4 2019 | $41,000 | – | 805 | – | 0.03% | – |
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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% |