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 | $2,869,000 | -3.3% | 61,227 | +2.8% | 0.01% | -7.1% |
| Q3 2016 | $2,967,000 | +7.2% | 59,554 | +8.3% | 0.01% | 0.0% |
| Q2 2016 | $2,768,000 | +6.4% | 54,968 | +3.5% | 0.01% | +7.7% |
| Q1 2016 | $2,602,000 | +138.7% | 53,133 | +128.0% | 0.01% | +160.0% |
| Q4 2015 | $1,090,000 | -88.5% | 23,301 | -87.7% | 0.01% | -89.6% |
| Q1 2015 | $9,449,000 | +30.6% | 190,166 | +9.1% | 0.05% | +41.2% |
| Q4 2013 | $7,236,000 | -1.8% | 174,232 | 0.0% | 0.03% | -5.6% |
| Q3 2013 | $7,370,000 | – | 174,232 | – | 0.04% | – |
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% |