SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 172 filers reported holding SPDR INDEX SHS FDS in Q4 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 ↓ |
|---|---|---|---|
| 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% |