SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 251 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,372 | -0.9% | 35,923 | +6.5% | 0.22% | +3.8% |
| Q2 2023 | $1,385 | -9.7% | 33,728 | -9.5% | 0.21% | -13.3% |
| Q1 2023 | $1,534 | -15.4% | 37,262 | -16.0% | 0.24% | -20.0% |
| Q4 2022 | $1,813 | -99.9% | 44,336 | +5.9% | 0.30% | -1.3% |
| Q3 2022 | $1,619,000 | +14.7% | 41,858 | +30.9% | 0.30% | +19.7% |
| Q2 2022 | $1,412,000 | -24.0% | 31,987 | -6.9% | 0.25% | -23.3% |
| Q1 2022 | $1,857,000 | +5.6% | 34,374 | +10.5% | 0.33% | -1.2% |
| Q4 2021 | $1,758,000 | +19.4% | 31,094 | +7.9% | 0.34% | +8.8% |
| Q3 2021 | $1,472,000 | -0.7% | 28,823 | +0.1% | 0.31% | -3.4% |
| Q2 2021 | $1,482,000 | +11.6% | 28,789 | +2.3% | 0.32% | +1.6% |
| Q1 2021 | $1,328,000 | -12.9% | 28,133 | -17.9% | 0.31% | -15.8% |
| Q4 2020 | $1,524,000 | +55.7% | 34,276 | +38.4% | 0.37% | +43.5% |
| Q3 2020 | $979,000 | -12.4% | 24,774 | -13.5% | 0.26% | -19.0% |
| Q2 2020 | $1,117,000 | -1.8% | 28,629 | -9.4% | 0.32% | -9.8% |
| Q1 2020 | $1,138,000 | -33.8% | 31,607 | -5.2% | 0.36% | -17.8% |
| Q4 2019 | $1,718,000 | +2.1% | 33,352 | +2.8% | 0.43% | -0.2% |
| Q3 2019 | $1,683,000 | -3.1% | 32,447 | -6.8% | 0.43% | -6.1% |
| Q2 2019 | $1,737,000 | -3.6% | 34,803 | -3.4% | 0.46% | +5.2% |
| Q1 2019 | $1,802,000 | +11.6% | 36,025 | -1.2% | 0.44% | -2.7% |
| Q4 2018 | $1,614,000 | – | 36,464 | – | 0.45% | – |
Download | ||||||
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% |