SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 131 filers reported holding SPDR INDEX SHS FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,408 | -8.0% | 142 | 0.0% | 0.00% | – |
| Q1 2024 | $3,705 | -98.9% | 142 | -98.2% | 0.00% | -100.0% |
| Q1 2016 | $329,000 | +5.8% | 7,945 | 0.0% | 0.04% | +5.1% |
| Q4 2015 | $311,000 | +0.3% | 7,945 | 0.0% | 0.04% | -4.9% |
| Q3 2015 | $310,000 | -6.9% | 7,945 | 0.0% | 0.04% | +2.5% |
| Q2 2015 | $333,000 | -3.2% | 7,945 | 0.0% | 0.04% | -2.4% |
| Q1 2015 | $344,000 | -3.6% | 7,945 | -7.5% | 0.04% | -4.7% |
| Q4 2014 | $357,000 | +0.3% | 8,590 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $356,000 | -6.3% | 8,590 | 0.0% | 0.04% | -6.5% |
| Q2 2014 | $380,000 | +16.2% | 8,590 | +8.1% | 0.05% | +7.0% |
| Q4 2013 | $327,000 | -2.4% | 7,945 | 0.0% | 0.04% | -8.5% |
| Q3 2013 | $335,000 | +5.7% | 7,945 | 0.0% | 0.05% | +2.2% |
| Q2 2013 | $317,000 | – | 7,945 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,198,241 | $28,757,785 | 1.72% |
| Upper Left Wealth Management, LLC | 45,274 | $1,086,576 | 0.98% |
| AWM CAPITAL, LLC | 267,797 | $6,427,122 | 0.98% |
| Idaho Trust Bank | 76,768 | $1,842,432 | 0.94% |
| RPg Family Wealth Advisory, LLC | 83,429 | $2,002,296 | 0.66% |
| Schoolcraft Capital LLC | 115,931 | $2,782,344 | 0.60% |
| Aletheian Wealth Advisors LLC | 33,477 | $803,448 | 0.42% |
| MARYLAND CAPITAL ADVISORS INC. | 28,333 | $679,992 | 0.37% |
| Colorado Capital Management, Inc. | 21,903 | $526 | 0.29% |
| Money Design Co.,Ltd. | 156,188 | $3,749 | 0.20% |