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 | $3,110 | -7.0% | 81,401 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $3,343 | -0.2% | 81,401 | 0.0% | 0.16% | -4.9% |
| Q1 2023 | $3,350 | +9.2% | 81,401 | +8.6% | 0.16% | +1.9% |
| Q4 2022 | $3,067 | -99.9% | 74,983 | +4.1% | 0.16% | +1.3% |
| Q3 2022 | $2,787,000 | -36.4% | 72,022 | -27.5% | 0.16% | -30.0% |
| Q2 2022 | $4,383,000 | -22.7% | 99,304 | -5.4% | 0.23% | -7.0% |
| Q1 2022 | $5,671,000 | -3.9% | 104,995 | +0.5% | 0.24% | +6.1% |
| Q4 2021 | $5,904,000 | +10.7% | 104,445 | 0.0% | 0.23% | +0.4% |
| Q3 2021 | $5,333,000 | -0.8% | 104,445 | 0.0% | 0.23% | -4.2% |
| Q2 2021 | $5,378,000 | +9.0% | 104,445 | 0.0% | 0.24% | -4.4% |
| Q1 2021 | $4,932,000 | +6.8% | 104,445 | +0.5% | 0.25% | -2.3% |
| Q4 2020 | $4,619,000 | +12.5% | 103,900 | 0.0% | 0.26% | -2.7% |
| Q3 2020 | $4,104,000 | +1.2% | 103,900 | 0.0% | 0.26% | -10.8% |
| Q2 2020 | $4,055,000 | +38.9% | 103,900 | +28.1% | 0.30% | +19.0% |
| Q1 2020 | $2,920,000 | -30.5% | 81,100 | -0.5% | 0.25% | -13.6% |
| Q4 2019 | $4,199,000 | – | 81,500 | – | 0.29% | – |
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% |