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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $371,000 | -0.5% | 6,744 | -3.1% | 0.10% | -5.8% |
| Q3 2021 | $373,000 | +1.1% | 6,959 | +0.4% | 0.10% | -2.8% |
| Q2 2021 | $369,000 | -16.9% | 6,934 | -25.0% | 0.11% | -26.4% |
| Q1 2021 | $444,000 | -1.3% | 9,243 | -6.3% | 0.14% | -5.9% |
| Q4 2020 | $450,000 | +18.4% | 9,864 | +1.2% | 0.15% | 0.0% |
| Q3 2020 | $380,000 | -1.3% | 9,751 | +3.8% | 0.15% | -1.3% |
| Q2 2020 | $385,000 | +18.8% | 9,396 | +5.7% | 0.16% | -4.3% |
| Q1 2020 | $324,000 | -44.1% | 8,886 | -21.0% | 0.16% | -37.2% |
| Q4 2019 | $580,000 | -3.3% | 11,243 | -2.9% | 0.26% | -11.9% |
| Q3 2019 | $600,000 | – | 11,580 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,595,455 | $79,821,000 | 6.56% |
| Tradewinds Capital Management, LLC | 263,177 | $13,167,000 | 4.83% |
| FC Advisory LLC | 136,117 | $6,810,000 | 4.32% |
| St. Louis Trust Co | 257,266 | $12,871,000 | 4.14% |
| Maxim Capital Management LLC | 83,088 | $4,157,000 | 3.87% |
| HHM Wealth Advisors, LLC | 115,685 | $5,788,000 | 3.70% |
| PDS Planning, Inc | 83,844 | $4,195,000 | 3.26% |
| JFS WEALTH ADVISORS, LLC | 234,895 | $11,752,000 | 3.06% |
| Sharkey, Howes & Javer | 120,058 | $6,007,000 | 2.80% |
| NICOLET ADVISORY SERVICES, LLC | 294,916 | $14,755,000 | 2.50% |