SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 215 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,302 | -17.5% | 105 | -17.3% | 0.00% | 0.0% |
| Q1 2023 | $5,217 | +0.6% | 127 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $5,184 | +3.7% | 127 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $5,000 | -16.7% | 127 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $6,000 | -57.1% | 127 | -49.6% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | +75.0% | 252 | +69.1% | 0.00% | -25.0% |
| Q4 2021 | $8,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | +300.0% | 149 | +238.6% | 0.00% | +300.0% |
| Q2 2021 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | -66.7% | 44 | -69.9% | 0.00% | -75.0% |
| Q3 2020 | $6,000 | 0.0% | 146 | +0.7% | 0.00% | -20.0% |
| Q2 2020 | $6,000 | -95.5% | 145 | -96.1% | 0.01% | -96.1% |
| Q1 2020 | $133,000 | -30.0% | 3,689 | +0.0% | 0.13% | -20.6% |
| Q4 2019 | $190,000 | – | 3,688 | – | 0.16% | – |
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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% |