SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 159 filers reported holding SPDR INDEX SHS FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $222,000 | -12.6% | 4,705 | -13.3% | 0.19% | -14.0% |
| Q4 2016 | $254,000 | -7.3% | 5,426 | -1.5% | 0.22% | -21.1% |
| Q3 2016 | $274,000 | +3.4% | 5,507 | +5.7% | 0.28% | +15.2% |
| Q2 2016 | $265,000 | -9.9% | 5,212 | -13.4% | 0.24% | -16.2% |
| Q1 2016 | $294,000 | -1.3% | 6,016 | -6.1% | 0.29% | -2.7% |
| Q4 2015 | $298,000 | – | 6,405 | – | 0.30% | – |
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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% |