MONETA GROUP INVESTMENT ADVISORS LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 129 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$512,220
-4.3%
15,5690.0%0.01%0.0%
Q2 2023$535,418
+0.3%
15,5690.0%0.01%
-7.7%
Q1 2023$533,705
+4.4%
15,569
+5.1%
0.01%
-7.1%
Q4 2022$511,432
+12.2%
14,812
-6.4%
0.01%
-17.6%
Q3 2022$456,000
-18.6%
15,833
-3.0%
0.02%
-10.5%
Q2 2022$560,000
-14.0%
16,322
-2.8%
0.02%
-26.9%
Q1 2022$651,000
+1.1%
16,786
+1.3%
0.03%0.0%
Q4 2021$644,000
+1.7%
16,564
-0.6%
0.03%
-10.3%
Q3 2021$633,000
-7.6%
16,671
-4.1%
0.03%
-9.4%
Q2 2021$685,000
-14.7%
17,386
-17.4%
0.03%
-23.8%
Q1 2021$803,000
+4.0%
21,054
-0.3%
0.04%
-23.6%
Q4 2020$772,000
+8.4%
21,116
+0.0%
0.06%
-11.3%
Q3 2020$712,000
+1.7%
21,109
-0.1%
0.06%
-6.1%
Q2 2020$700,000
-4.0%
21,129
-11.2%
0.07%
-13.2%
Q1 2020$729,000
+90.3%
23,800
+149.8%
0.08%
+137.5%
Q4 2019$383,000
+0.8%
9,527
-2.3%
0.03%
-11.1%
Q3 2019$380,000
-1.0%
9,7560.0%0.04%
-5.3%
Q2 2019$384,000
+3.5%
9,756
+0.0%
0.04%
-2.6%
Q1 2019$371,000
-2.4%
9,755
-10.3%
0.04%
-13.3%
Q4 2018$380,000
+82.7%
10,870
+98.2%
0.04%
+114.3%
Q3 2018$208,000
-1.0%
5,4840.0%0.02%
-8.7%
Q2 2018$210,000
-4.5%
5,484
+0.1%
0.02%
-20.7%
Q1 2018$220,000
-5.2%
5,481
-2.8%
0.03%
-17.1%
Q4 2017$232,000
+4.5%
5,640
-6.7%
0.04%
-30.0%
Q3 2016$222,000
+4.2%
6,044
+0.0%
0.05%
+6.4%
Q2 2016$213,000
+2.4%
6,043
+1.9%
0.05%
+2.2%
Q1 2016$208,000
-15.4%
5,930
-19.6%
0.05%
-23.3%
Q4 2015$246,000
-99.3%
7,379
-99.3%
0.06%
-99.4%
Q3 2015$36,696,000
-0.8%
1,080,557
+21.2%
10.21%
-9.5%
Q2 2015$36,984,000
+85.2%
891,820
+87.2%
11.29%
+31.8%
Q1 2015$19,968,000
+72.7%
476,342
+73.1%
8.56%
+53.9%
Q4 2014$11,561,000
+54.2%
275,135
+69.8%
5.56%
+42.5%
Q3 2014$7,499,000
+147.0%
162,030
+166.8%
3.90%
+356.6%
Q2 2014$3,036,000
+115.6%
60,729
+109.5%
0.86%
+2.9%
Q1 2014$1,408,000
+11.1%
28,991
+8.6%
0.83%
+8.9%
Q4 2013$1,267,000
+5.2%
26,697
+3.4%
0.76%
-3.8%
Q3 2013$1,204,000
+25.7%
25,809
+17.6%
0.79%
+17.5%
Q2 2013$958,000
+2.7%
21,944
+14.4%
0.68%
-4.0%
Q1 2013$933,000
-36.2%
19,184
-36.9%
0.70%
-44.5%
Q4 2012$1,463,000
+14.7%
30,402
+7.7%
1.27%
+8.3%
Q3 2012$1,276,00028,2271.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 88,918$2,925,3952.32%
Concord Wealth Partners 128,822$4,238,2390.90%
Allen Capital Group, LLC 153,646$4,971,9850.88%
Mount Lucas Management LP 72,085$2,371,5970.84%
Beverly Hills Private Wealth, LLC 34,524$1,135,8480.34%
WealthShield Partners, LLC 66,214$2,178,4410.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 225,856$7,430,6750.29%
Key FInancial Inc 25,520$839,6080.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,528$7740.26%
West Wealth Group, LLC 17,439$573,7560.25%
View complete list of SPDR INDEX SHS FDS shareholders