SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 255 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,769 | -7.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,202 | -0.2% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,216 | +0.6% | 151 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,176 | +2.9% | 151 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 151 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $7,000 | -12.5% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 151 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 151 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | – | 151 | – | 0.00% | – |
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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% |