SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 217 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,058,598 | +4.3% | 53,890 | +12.2% | 1.11% | +3.0% |
| Q2 2023 | $1,973,331 | -16.5% | 48,048 | +14.6% | 1.08% | -51.0% |
| Q1 2023 | $2,364,406 | +51.5% | 41,932 | +115.0% | 2.20% | +96.6% |
| Q4 2022 | $1,560,253 | +6.9% | 19,501 | -48.3% | 1.12% | -10.2% |
| Q3 2022 | $1,460,000 | -27.2% | 37,726 | +80.9% | 1.24% | -37.3% |
| Q2 2022 | $2,006,000 | +9.0% | 20,858 | -38.8% | 1.98% | +24.5% |
| Q1 2022 | $1,841,000 | -21.6% | 34,089 | -17.9% | 1.60% | -27.6% |
| Q4 2021 | $2,348,000 | – | 41,541 | – | 2.20% | – |
Download | ||||||
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% |