SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 126 filers reported holding SPDR INDEX SHS FDS in Q1 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $410,853 | -14.9% | 11,933 | -13.1% | 0.00% | 0.0% |
| Q1 2024 | $482,715 | -3.1% | 13,733 | -2.0% | 0.00% | -20.0% |
| Q4 2023 | $498,127 | +31.4% | 14,012 | +21.6% | 0.01% | +25.0% |
| Q3 2023 | $379,140 | -6.8% | 11,524 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $406,627 | +0.3% | 11,824 | +0.0% | 0.00% | -20.0% |
| Q1 2023 | $405,224 | +0.1% | 11,821 | -5.6% | 0.01% | 0.0% |
| Q4 2022 | $404,839 | +46.2% | 12,525 | +30.4% | 0.01% | +25.0% |
| Q3 2022 | $277,000 | -44.2% | 9,606 | -33.6% | 0.00% | -33.3% |
| Q2 2022 | $496,000 | -15.1% | 14,469 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $584,000 | -0.3% | 15,065 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $586,000 | +19.8% | 15,064 | +17.0% | 0.01% | 0.0% |
| Q3 2021 | $489,000 | -5.0% | 12,875 | -1.4% | 0.01% | 0.0% |
| Q2 2021 | $515,000 | -9.3% | 13,064 | -12.3% | 0.01% | -14.3% |
| Q1 2021 | $568,000 | +4.2% | 14,888 | -0.1% | 0.01% | -12.5% |
| Q4 2020 | $545,000 | +8.6% | 14,910 | +0.2% | 0.01% | -11.1% |
| Q3 2020 | $502,000 | +9.6% | 14,882 | +7.7% | 0.01% | 0.0% |
| Q2 2020 | $458,000 | -52.1% | 13,814 | -55.7% | 0.01% | -52.6% |
| Q1 2020 | $956,000 | -29.0% | 31,214 | -6.8% | 0.02% | -13.6% |
| Q4 2019 | $1,346,000 | -35.2% | 33,476 | -37.2% | 0.02% | -40.5% |
| Q3 2019 | $2,076,000 | -13.8% | 53,301 | -12.9% | 0.04% | -17.8% |
| Q2 2019 | $2,408,000 | -3.7% | 61,177 | -6.9% | 0.04% | +4.7% |
| Q1 2019 | $2,500,000 | +5.7% | 65,726 | -2.9% | 0.04% | -6.5% |
| Q4 2018 | $2,366,000 | +5.1% | 67,664 | +13.9% | 0.05% | +15.0% |
| Q3 2018 | $2,252,000 | +0.4% | 59,397 | +1.5% | 0.04% | -9.1% |
| Q2 2018 | $2,243,000 | -4.0% | 58,548 | +0.4% | 0.04% | -8.3% |
| Q1 2018 | $2,336,000 | -2.9% | 58,308 | -0.1% | 0.05% | -4.0% |
| Q4 2017 | $2,405,000 | +3.2% | 58,357 | +1.1% | 0.05% | +8.7% |
| Q3 2017 | $2,331,000 | +9.4% | 57,741 | +6.0% | 0.05% | -4.2% |
| Q2 2017 | $2,131,000 | +24.2% | 54,490 | +20.9% | 0.05% | +14.3% |
| Q1 2017 | $1,716,000 | +19.7% | 45,087 | +13.4% | 0.04% | +31.2% |
| Q4 2016 | $1,433,000 | -0.3% | 39,757 | +1.8% | 0.03% | -11.1% |
| Q3 2016 | $1,437,000 | +20.1% | 39,060 | +14.8% | 0.04% | +2.9% |
| Q2 2016 | $1,197,000 | +183.0% | 34,032 | +182.1% | 0.04% | +169.2% |
| Q1 2016 | $423,000 | +32.2% | 12,064 | +25.5% | 0.01% | +30.0% |
| Q4 2015 | $320,000 | -86.1% | 9,610 | -85.9% | 0.01% | -87.7% |
| Q3 2015 | $2,310,000 | -6.5% | 68,035 | +14.2% | 0.08% | 0.0% |
| Q2 2015 | $2,470,000 | +68.0% | 59,565 | +69.7% | 0.08% | +68.8% |
| Q1 2015 | $1,470,000 | – | 35,090 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,080,557 | $36,696,000 | 10.21% |
| Retirement Planning Group, LLC | 85,486 | $2,903,000 | 1.27% |
| Sterneck Capital Management, LLC | 50,195 | $1,705,000 | 1.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,419 | $1,407,000 | 0.76% |
| Coastline Trust Co | 84,404 | $2,867,000 | 0.65% |
| Harbour Capital Advisors, LLC | 20,100 | $683,000 | 0.48% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 24,658 | $837,000 | 0.48% |
| ProVise Management Group, LLC | 51,623 | $1,753,000 | 0.41% |
| TWO SIGMA SECURITIES, LLC | 7,031 | $239,000 | 0.38% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 43,753 | $1,486,000 | 0.31% |