XML Financial, LLC - SPDR INDEX SHS FDS ownership

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
XML Financial, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,204,607
-7.3%
110,068
-0.5%
0.50%
-4.0%
Q2 2023$4,538,122
+0.3%
110,621
+0.5%
0.52%
-4.7%
Q1 2023$4,526,659
+4.3%
110,040
+3.7%
0.55%
+1.1%
Q4 2022$4,341,006
+2.2%
106,137
-3.3%
0.54%
-7.5%
Q3 2022$4,247,000
-8.0%
109,761
+5.0%
0.59%
-43.6%
Q2 2022$4,616,000
-17.3%
104,570
+1.2%
1.04%
+57.2%
Q1 2022$5,581,000
+1.8%
103,327
+6.5%
0.66%
+0.6%
Q4 2021$5,483,000
+17.7%
96,999
+6.3%
0.66%
+6.1%
Q3 2021$4,660,000
+2.4%
91,261
+3.3%
0.62%
-37.9%
Q2 2021$4,550,000
+14.5%
88,366
+5.0%
1.00%
+3.3%
Q1 2021$3,974,000
+6.7%
84,169
+0.5%
0.97%
+0.4%
Q4 2020$3,723,000
-0.6%
83,732
-11.7%
0.96%
-17.5%
Q3 2020$3,745,000
-8.1%
94,817
-9.2%
1.17%
-17.3%
Q2 2020$4,074,000
+5.8%
104,380
-2.5%
1.41%
-15.0%
Q1 2020$3,852,000
-21.0%
107,012
+13.1%
1.66%
-6.1%
Q4 2019$4,879,00094,6271.77%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,204,248$55,631,0005.85%
Rinet Co LLC 302,709$14,006,0005.52%
St. Louis Trust Co 288,976$13,371,0004.59%
FC Advisory LLC 136,214$6,303,0004.13%
USAdvisors Wealth Management, LLC 103,803$4,803,0003.81%
Dakota Wealth Management 137,533$6,364,0003.28%
McKinley Carter Wealth Services, Inc. 216,047$9,997,0003.27%
OptiFour Integrated Wealth Management, LLC 83,876$3,881,0003.24%
PDS Planning, Inc 63,102$2,920,0002.95%
JFS WEALTH ADVISORS, LLC 239,728$11,092,0002.93%
View complete list of SPDR INDEX SHS FDS shareholders