SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 147 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,371,597 | -1.0% | 72,085 | +3.5% | 0.84% | +4.6% |
| Q2 2023 | $2,394,679 | +54.7% | 69,633 | +54.2% | 0.80% | +95.8% |
| Q1 2023 | $1,547,982 | -34.6% | 45,157 | -25.8% | 0.41% | -39.5% |
| Q4 2021 | $2,366,000 | -38.9% | 60,848 | -40.4% | 0.68% | -42.3% |
| Q3 2021 | $3,875,000 | -8.4% | 102,049 | -4.9% | 1.17% | +4.2% |
| Q2 2021 | $4,229,000 | -2.5% | 107,323 | -5.6% | 1.12% | -12.0% |
| Q1 2021 | $4,337,000 | +6.5% | 113,706 | +2.1% | 1.28% | +49.0% |
| Q4 2020 | $4,072,000 | -18.5% | 111,381 | -10.4% | 0.86% | -13.9% |
| Q4 2019 | $4,995,000 | -1.1% | 124,252 | -4.2% | 1.00% | +9.9% |
| Q3 2019 | $5,051,000 | -5.0% | 129,680 | -4.0% | 0.90% | +0.7% |
| Q2 2019 | $5,315,000 | +13.9% | 135,047 | +10.0% | 0.90% | +16.5% |
| Q1 2019 | $4,667,000 | +5.4% | 122,719 | +11.1% | 0.77% | +8.4% |
| Q1 2018 | $4,428,000 | +39.2% | 110,495 | +43.2% | 0.71% | +29.5% |
| Q4 2017 | $3,181,000 | +0.5% | 77,180 | -1.5% | 0.55% | -3.7% |
| Q3 2017 | $3,166,000 | +576.5% | 78,393 | +554.9% | 0.57% | +548.9% |
| Q2 2017 | $468,000 | +2.6% | 11,971 | -0.1% | 0.09% | -3.3% |
| Q1 2017 | $456,000 | -0.2% | 11,985 | -5.5% | 0.09% | +4.6% |
| Q4 2016 | $457,000 | +4.6% | 12,684 | +6.7% | 0.09% | +11.5% |
| Q3 2016 | $437,000 | +261.2% | 11,889 | +245.5% | 0.08% | +271.4% |
| Q2 2016 | $121,000 | – | 3,441 | – | 0.02% | – |
Download | ||||||
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% |