XML Financial, LLC - SPDR INDEX SHS FDS ownership

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
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 Q2 2022
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders