SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 148 filers reported holding SPDR INDEX SHS FDS in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $216,000 | -5.7% | 4,604 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $229,000 | -1.3% | 4,604 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $232,000 | -9.0% | 4,604 | -11.7% | 0.01% | -13.3% |
| Q1 2016 | $255,000 | -2.7% | 5,215 | -6.7% | 0.02% | -6.2% |
| Q4 2015 | $262,000 | +4.0% | 5,588 | 0.0% | 0.02% | +6.7% |
| Q3 2015 | $252,000 | -1.6% | 5,588 | 0.0% | 0.02% | +7.1% |
| Q2 2015 | $256,000 | -13.2% | 5,588 | -6.0% | 0.01% | -12.5% |
| Q1 2015 | $295,000 | +3.9% | 5,942 | 0.0% | 0.02% | -11.1% |
| Q4 2014 | $284,000 | – | 5,942 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Emerson Wealth, LLC | 218,207 | $8,517,000 | 6.02% |
| Sequoia Financial Advisors, LLC | 1,701,434 | $66,407,000 | 3.93% |
| HHM Wealth Advisors, LLC | 214,579 | $8,375,000 | 3.50% |
| FC Advisory LLC | 149,515 | $5,836,000 | 3.47% |
| JFS WEALTH ADVISORS, LLC | 263,280 | $10,276,000 | 2.66% |
| Maxim Capital Management LLC | 76,141 | $2,977,000 | 2.66% |
| St. Louis Trust Co | 223,904 | $8,738,000 | 2.62% |
| Waldron Private Wealth LLC | 631,128 | $24,632,000 | 2.18% |
| Intelligence Driven Advisers, LLC | 267,922 | $10,456,000 | 1.86% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 42,822 | $1,671,000 | 1.84% |