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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,703,497 | +0.3% | 149,306 | +7.8% | 3.70% | -3.0% |
| Q2 2023 | $5,687,826 | +3.7% | 138,491 | +3.9% | 3.82% | +2.6% |
| Q1 2023 | $5,485,691 | +7.7% | 133,277 | +7.0% | 3.72% | -0.5% |
| Q4 2022 | $5,094,647 | +42.1% | 124,563 | +34.4% | 3.74% | +26.5% |
| Q3 2022 | $3,585,000 | -26.2% | 92,648 | -15.8% | 2.96% | -23.3% |
| Q2 2022 | $4,860,000 | -16.0% | 110,097 | +2.8% | 3.85% | -4.8% |
| Q1 2022 | $5,787,000 | +6.9% | 107,140 | +11.9% | 4.05% | -5.4% |
| Q4 2021 | $5,412,000 | +9.5% | 95,743 | -1.1% | 4.28% | +5.6% |
| Q3 2021 | $4,941,000 | -1.6% | 96,768 | -0.8% | 4.05% | -5.5% |
| Q2 2021 | $5,023,000 | +8.8% | 97,545 | -0.2% | 4.29% | +1.3% |
| Q1 2021 | $4,616,000 | +29.9% | 97,758 | +22.3% | 4.24% | +16.7% |
| Q4 2020 | $3,554,000 | – | 79,946 | – | 3.63% | – |
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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% |