RAYMOND JAMES TRUST N.A. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$379,000
+45.2%
9,765
+45.3%
0.01%
+50.0%
Q4 2021$261,000
-26.9%
6,722
-28.5%
0.01%
-33.3%
Q3 2021$357,000
+49.4%
9,407
+57.9%
0.01%
+9.1%
Q4 2019$239,000
+3.0%
5,9570.0%0.01%
-8.3%
Q3 2019$232,000
-0.9%
5,9570.0%0.01%
-7.7%
Q2 2019$234,000
+1.3%
5,957
-1.7%
0.01%0.0%
Q1 2019$231,000
-28.9%
6,062
-28.6%
0.01%
-35.0%
Q2 2018$325,000
-10.7%
8,490
-6.7%
0.02%
-20.0%
Q1 2018$364,000
-28.1%
9,095
-25.9%
0.02%
-26.5%
Q4 2017$506,000
+2.2%
12,2750.0%0.03%
-2.9%
Q3 2017$495,000
+1.2%
12,275
-1.8%
0.04%
-5.4%
Q2 2017$489,000
+2.7%
12,5000.0%0.04%
+2.8%
Q1 2017$476,000
-0.6%
12,500
-6.0%
0.04%
-5.3%
Q4 2016$479,000
-29.6%
13,300
-28.0%
0.04%
-34.5%
Q3 2016$680,000
+17.2%
18,466
+12.2%
0.06%
+13.7%
Q2 2016$580,000
+2.8%
16,455
+2.3%
0.05%
-3.8%
Q1 2016$564,000
-1.6%
16,081
-6.4%
0.05%0.0%
Q4 2015$573,000
-3.7%
17,181
-2.0%
0.05%
-20.9%
Q3 2015$595,000
-44.3%
17,540
-32.0%
0.07%
-40.7%
Q2 2015$1,069,000
-13.9%
25,785
-12.9%
0.11%
-15.0%
Q1 2015$1,242,000
+9.4%
29,617
+9.6%
0.13%
+9.0%
Q4 2014$1,135,000
-22.9%
27,032
-15.0%
0.12%
-27.4%
Q3 2014$1,472,000
-9.8%
31,8170.0%0.17%
-10.2%
Q2 2014$1,632,000
+3.9%
31,817
-1.6%
0.19%
-3.1%
Q1 2014$1,570,000
-0.4%
32,329
-2.7%
0.19%
-6.8%
Q4 2013$1,576,000
-68.3%
33,210
-68.9%
0.21%
-72.9%
Q3 2013$4,976,000
+6.7%
106,675
-0.1%
0.76%
+0.3%
Q2 2013$4,662,000106,8150.76%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Silver Lake Advisory, LLC 121,378$4,438,0002.43%
Beta Wealth Group, Inc. 65,365$2,390,0002.05%
Towerpoint Wealth, LLC 105,786$3,868,0001.94%
Harborview Advisors, LLC 46,903$1,715,0001.15%
Mount Lucas Management LP 111,381$4,072,0000.86%
Allen Capital Group, LLC 92,543$3,383,0000.82%
American Institute for Advanced Investment Management, LLP 27,139$992,0000.80%
Riverpoint Wealth Management Holdings, LLC 48,895$1,788,0000.56%
Mount Yale Investment Advisors, LLC 93,445$3,416,0000.48%
BRANDYWINE OAK PRIVATE WEALTH LLC 75,849$2,773,0000.42%
View complete list of SPDR INDEX SHS FDS shareholders