SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 255 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,181,451 | -17.5% | 83,284 | -11.3% | 1.34% | -16.8% |
| Q2 2023 | $3,855,218 | -5.2% | 93,869 | -5.0% | 1.61% | -10.8% |
| Q1 2023 | $4,066,881 | +1.0% | 98,807 | +0.3% | 1.80% | -9.3% |
| Q4 2022 | $4,027,964 | +10.1% | 98,483 | +4.1% | 1.99% | +7.1% |
| Q3 2022 | $3,658,912 | -2.1% | 94,570 | +11.7% | 1.86% | -0.9% |
| Q2 2022 | $3,737,006 | -16.5% | 84,663 | +2.2% | 1.87% | -21.5% |
| Q1 2022 | $4,474,549 | -5.9% | 82,847 | -1.5% | 2.39% | -41.6% |
| Q4 2021 | $4,756,904 | +11.3% | 84,148 | +0.5% | 4.09% | -3.3% |
| Q3 2021 | $4,275,402 | -1.5% | 83,733 | -0.7% | 4.23% | -7.4% |
| Q2 2021 | $4,342,516 | – | 84,337 | – | 4.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,204,248 | $55,631,000 | 5.85% |
| Rinet Co LLC | 302,709 | $14,006,000 | 5.52% |
| St. Louis Trust Co | 288,976 | $13,371,000 | 4.59% |
| FC Advisory LLC | 136,214 | $6,303,000 | 4.13% |
| USAdvisors Wealth Management, LLC | 103,803 | $4,803,000 | 3.81% |
| Dakota Wealth Management | 137,533 | $6,364,000 | 3.28% |
| McKinley Carter Wealth Services, Inc. | 216,047 | $9,997,000 | 3.27% |
| OptiFour Integrated Wealth Management, LLC | 83,876 | $3,881,000 | 3.24% |
| PDS Planning, Inc | 63,102 | $2,920,000 | 2.95% |
| JFS WEALTH ADVISORS, LLC | 239,728 | $11,092,000 | 2.93% |