SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 122 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,427,122 | +2.1% | 267,797 | +11.0% | 0.98% | -7.0% |
| Q1 2024 | $6,296,746 | +4.0% | 241,347 | +8.8% | 1.05% | -5.2% |
| Q4 2023 | $6,056,357 | -1.8% | 221,926 | -14.4% | 1.11% | -11.6% |
| Q3 2023 | $6,165,078 | +54.6% | 259,255 | +61.0% | 1.25% | +30.2% |
| Q2 2023 | $3,988,015 | +33.6% | 161,002 | +41.7% | 0.96% | +14.6% |
| Q1 2023 | $2,985,739 | +17.0% | 113,613 | +19.2% | 0.84% | -3.2% |
| Q4 2022 | $2,550,902 | +4.6% | 95,290 | +3.5% | 0.87% | +5.5% |
| Q3 2022 | $2,438,000 | +60.9% | 92,080 | +71.5% | 0.82% | +10.8% |
| Q2 2022 | $1,515,000 | -29.3% | 53,691 | -14.5% | 0.74% | -43.7% |
| Q1 2022 | $2,142,000 | – | 62,800 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASPIRIANT, LLC | 4,197,717 | $169,327,000 | 14.08% |
| INTEGRATED WEALTH COUNSEL, LLC | 209,846 | $8,255,000 | 13.82% |
| SIGNATUREFD, LLC | 1,172,204 | $46,115,000 | 10.52% |
| BOK Financial Private Wealth, Inc. | 722,372 | $28,418,000 | 4.99% |
| VALENTINE VENTURES LLC | 97,867 | $3,850,000 | 4.33% |
| Gibson Capital, LLC | 332,960 | $13,050,000 | 4.26% |
| Manchester Capital Management LLC | 636,064 | $25,023,000 | 4.20% |
| Valmark Advisers, Inc. | 3,046,581 | $122,690,000 | 2.97% |
| CONNABLE OFFICE INC | 247,413 | $9,733,000 | 2.89% |
| IMA Advisory Services, Inc. | 109,850 | $4,243,000 | 2.69% |