SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 124 filers reported holding SPDR INDEX SHS FDS in Q4 2013. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $444,000 | -11.9% | 12,300 | -10.2% | 0.04% | -14.0% |
| Q3 2016 | $504,000 | +4.6% | 13,700 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $482,000 | -6.6% | 13,700 | -6.8% | 0.05% | -10.7% |
| Q1 2016 | $516,000 | +1.4% | 14,700 | -3.6% | 0.06% | -5.1% |
| Q4 2015 | $509,000 | -31.7% | 15,250 | -30.5% | 0.06% | -35.2% |
| Q3 2015 | $745,000 | -18.9% | 21,950 | -0.9% | 0.09% | -10.8% |
| Q2 2015 | $919,000 | -23.4% | 22,150 | -22.6% | 0.10% | -26.1% |
| Q1 2015 | $1,199,000 | -31.1% | 28,600 | -31.0% | 0.14% | -31.7% |
| Q4 2014 | $1,741,000 | -16.1% | 41,425 | -7.6% | 0.20% | -18.5% |
| Q3 2014 | $2,075,000 | -18.3% | 44,825 | +370.6% | 0.25% | -18.4% |
| Q2 2014 | $2,541,000 | +5.6% | 9,525 | -80.8% | 0.30% | -0.3% |
| Q1 2014 | $2,406,000 | -0.6% | 49,525 | -2.9% | 0.30% | -7.6% |
| Q4 2013 | $2,421,000 | +1.7% | 51,025 | 0.0% | 0.33% | -8.8% |
| Q3 2013 | $2,380,000 | +13.5% | 51,025 | +6.2% | 0.36% | +6.8% |
| Q2 2013 | $2,096,000 | – | 48,025 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 391,376 | $20,078,000 | 7.40% |
| FOUNDERS BANK & TRUST | 227,111 | $11,651,000 | 6.46% |
| PRING TURNER CAPITAL GROUP INC | 98,325 | $5,044,000 | 4.36% |
| Sterneck Capital Management, LLC | 72,642 | $3,727,000 | 2.18% |
| BRINKER CAPITAL INC | 351,134 | $18,013,000 | 1.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | $1,884,000 | 0.95% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 25,428 | $1,304,000 | 0.93% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 60,729 | $3,036,000 | 0.86% |
| Harbour Capital Advisors, LLC | 19,350 | $993,000 | 0.78% |
| ProVise Management Group, LLC | 62,399 | $3,201,000 | 0.70% |