SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 233 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,933,646 | -8.9% | 50,619 | -2.1% | 0.38% | -5.0% |
| Q2 2023 | $2,123,443 | +0.1% | 51,703 | +0.3% | 0.40% | -8.1% |
| Q1 2023 | $2,122,334 | +2.0% | 51,563 | +1.3% | 0.43% | -9.0% |
| Q4 2022 | $2,080,869 | -14.7% | 50,877 | -19.3% | 0.48% | -25.7% |
| Q3 2022 | $2,439,000 | -8.8% | 63,040 | +4.1% | 0.64% | -6.4% |
| Q2 2022 | $2,673,000 | -17.2% | 60,560 | +1.3% | 0.68% | -9.3% |
| Q1 2022 | $3,228,000 | -2.0% | 59,761 | +2.5% | 0.76% | -5.0% |
| Q4 2021 | $3,295,000 | +11.9% | 58,289 | +1.1% | 0.80% | -0.6% |
| Q3 2021 | $2,944,000 | -6.1% | 57,655 | -5.3% | 0.80% | -6.2% |
| Q2 2021 | $3,136,000 | 0.0% | 60,907 | -8.3% | 0.85% | -12.1% |
| Q1 2021 | $3,136,000 | -67.3% | 66,413 | -69.2% | 0.97% | -70.6% |
| Q4 2020 | $9,593,000 | +13.0% | 215,757 | +0.4% | 3.30% | -2.9% |
| Q3 2020 | $8,492,000 | +1.4% | 214,983 | +0.2% | 3.40% | -3.0% |
| Q2 2020 | $8,375,000 | +18.7% | 214,579 | +9.5% | 3.50% | +1.6% |
| Q1 2020 | $7,056,000 | -1.8% | 196,004 | +40.5% | 3.44% | -0.3% |
| Q4 2019 | $7,185,000 | +13.1% | 139,468 | +13.8% | 3.45% | -4.5% |
| Q3 2019 | $6,355,000 | +2.5% | 122,536 | -1.4% | 3.62% | -1.1% |
| Q2 2019 | $6,203,000 | +7.2% | 124,302 | +7.4% | 3.66% | -1.3% |
| Q1 2019 | $5,788,000 | +23.3% | 115,685 | +9.1% | 3.70% | +7.7% |
| Q4 2018 | $4,693,000 | – | 106,033 | – | 3.44% | – |
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% |