SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 218 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $261,000 | -62.4% | 4,837 | -60.6% | 0.10% | -61.8% |
| Q4 2021 | $695,000 | +4.2% | 12,292 | -5.9% | 0.25% | +0.4% |
| Q3 2021 | $667,000 | -4.2% | 13,068 | -3.4% | 0.25% | -4.2% |
| Q2 2021 | $696,000 | -5.2% | 13,525 | -12.9% | 0.26% | +2.0% |
| Q1 2021 | $734,000 | +15.2% | 15,534 | +8.4% | 0.25% | +1.6% |
| Q4 2020 | $637,000 | +32.7% | 14,328 | +17.9% | 0.25% | +15.2% |
| Q3 2020 | $480,000 | – | 12,155 | – | 0.22% | – |
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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% |