SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 235 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,210 | -11.3% | 12,082 | -1.7% | 0.05% | -10.7% |
| Q2 2023 | $506,166 | -3.1% | 12,286 | -3.4% | 0.06% | -6.7% |
| Q1 2023 | $522,178 | +53.7% | 12,717 | +60.5% | 0.06% | +33.3% |
| Q4 2022 | $339,773 | +1.7% | 7,922 | -11.2% | 0.04% | -16.7% |
| Q3 2022 | $334,000 | -19.5% | 8,925 | -4.2% | 0.05% | -12.9% |
| Q2 2022 | $415,000 | -25.6% | 9,314 | -9.8% | 0.06% | -15.1% |
| Q1 2022 | $558,000 | -8.5% | 10,323 | -4.4% | 0.07% | -2.7% |
| Q4 2021 | $610,000 | +3.9% | 10,798 | -6.1% | 0.08% | +1.4% |
| Q3 2021 | $587,000 | -5.5% | 11,497 | -4.7% | 0.07% | -8.6% |
| Q2 2021 | $621,000 | +2.1% | 12,063 | -6.3% | 0.08% | -4.7% |
| Q1 2021 | $608,000 | -8.4% | 12,874 | -13.8% | 0.08% | -8.6% |
| Q4 2020 | $664,000 | -60.1% | 14,930 | -64.6% | 0.09% | -64.1% |
| Q3 2020 | $1,664,000 | -23.2% | 42,138 | -24.1% | 0.26% | -22.2% |
| Q2 2020 | $2,167,000 | -66.0% | 55,527 | -68.6% | 0.33% | -70.3% |
| Q1 2020 | $6,371,000 | -42.7% | 176,974 | -18.1% | 1.12% | -35.8% |
| Q4 2019 | $11,127,000 | -27.2% | 215,965 | -26.7% | 1.75% | -24.6% |
| Q3 2019 | $15,287,000 | -5.7% | 294,776 | -9.2% | 2.32% | -6.3% |
| Q2 2019 | $16,203,000 | +9.8% | 324,717 | +10.1% | 2.47% | -1.2% |
| Q1 2019 | $14,755,000 | – | 294,916 | – | 2.50% | – |
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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% |