SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 214 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 1,595,455 | $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% |