SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 210 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,046 | -6.4% | 838 | +0.6% | 0.82% | -4.9% |
| Q2 2023 | $34,219 | +0.5% | 833 | +0.7% | 0.86% | -1.0% |
| Q1 2023 | $34,055 | +1.1% | 827 | +0.5% | 0.87% | -0.3% |
| Q4 2022 | $33,673 | -99.9% | 823 | +0.7% | 0.88% | -2.4% |
| Q3 2022 | $32,000,000 | -11.1% | 817 | +0.7% | 0.90% | -11.0% |
| Q2 2022 | $36,000,000 | -18.2% | 811 | +0.6% | 1.01% | -4.5% |
| Q1 2022 | $44,000,000 | -2.2% | 806 | +0.4% | 1.06% | +2.8% |
| Q4 2021 | $45,000,000 | +9.8% | 803 | +0.8% | 1.03% | +8.9% |
| Q3 2021 | $41,000,000 | +110710.8% | 797 | +1.0% | 0.94% | +17.4% |
| Q1 2021 | $37,000 | +5.7% | 789 | +0.3% | 0.80% | -1.7% |
| Q4 2020 | $35,000 | -14.6% | 787 | -0.8% | 0.82% | -2.2% |
| Q2 2019 | $41,000 | – | 793 | – | 0.84% | – |
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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% |