SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 239 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,341 | -1.9% | 5,375 | +5.4% | 0.01% | 0.0% |
| Q2 2023 | $209,414 | +217.7% | 5,099 | +218.5% | 0.01% | +150.0% |
| Q1 2023 | $65,915 | +32.4% | 1,601 | +31.6% | 0.00% | +33.3% |
| Q4 2022 | $49,783 | +55.6% | 1,217 | +66.7% | 0.00% | +50.0% |
| Q3 2022 | $32,000 | 0.0% | 730 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | 0.0% | 730 | +30.4% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | -27.3% | 560 | -35.0% | 0.00% | +100.0% |
| Q3 2021 | $44,000 | -2.2% | 861 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +4.7% | 866 | -5.8% | 0.00% | -50.0% |
| Q1 2021 | $43,000 | – | 919 | – | 0.00% | – |
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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% |