SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 264 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,986 | -7.0% | 7,408 | 0.0% | 0.09% | -3.4% |
| Q2 2023 | $304,247 | -14.0% | 7,408 | -13.8% | 0.09% | -18.3% |
| Q1 2023 | $353,647 | +56.5% | 8,592 | +67.1% | 0.11% | +47.3% |
| Q2 2022 | $226,000 | +2.3% | 5,142 | +3.6% | 0.07% | 0.0% |
| Q4 2020 | $221,000 | -4.7% | 4,961 | -15.6% | 0.07% | -25.3% |
| Q3 2020 | $232,000 | -6.5% | 5,878 | -7.3% | 0.10% | -11.6% |
| Q2 2020 | $248,000 | +1.6% | 6,342 | -6.5% | 0.11% | -17.6% |
| Q1 2020 | $244,000 | -43.0% | 6,780 | -18.5% | 0.14% | -30.3% |
| Q4 2019 | $428,000 | – | 8,319 | – | 0.20% | – |
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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% |