SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 146 filers reported holding SPDR INDEX SHS FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774 | -4.7% | 23,528 | -0.4% | 0.26% | -0.8% |
| Q2 2023 | $812 | +0.4% | 23,612 | +0.0% | 0.26% | -3.6% |
| Q1 2023 | $809 | +14.8% | 23,601 | +8.1% | 0.27% | +9.6% |
| Q4 2022 | $705 | -99.9% | 21,826 | -8.3% | 0.25% | -2.3% |
| Q3 2022 | $685,000 | -16.4% | 23,801 | -0.3% | 0.26% | -4.5% |
| Q2 2022 | $819,000 | -11.7% | 23,876 | -0.2% | 0.27% | +5.9% |
| Q1 2022 | $928,000 | -1.1% | 23,926 | -0.8% | 0.25% | +3.7% |
| Q4 2021 | $938,000 | +1.8% | 24,126 | -0.5% | 0.24% | -7.2% |
| Q3 2021 | $921,000 | -3.6% | 24,247 | 0.0% | 0.26% | -3.3% |
| Q2 2021 | $955,000 | +2.4% | 24,247 | -0.9% | 0.27% | -4.9% |
| Q1 2021 | $933,000 | +3.7% | 24,462 | -0.6% | 0.29% | -7.1% |
| Q4 2020 | $900,000 | +7.0% | 24,622 | -1.3% | 0.31% | -3.8% |
| Q3 2020 | $841,000 | +2.3% | 24,937 | +0.5% | 0.32% | -6.7% |
| Q2 2020 | $822,000 | +8.2% | 24,801 | 0.0% | 0.34% | -12.1% |
| Q1 2020 | $760,000 | -24.0% | 24,801 | -0.3% | 0.39% | -0.8% |
| Q4 2019 | $1,000,000 | +2.1% | 24,883 | -1.0% | 0.39% | -4.6% |
| Q3 2019 | $979,000 | -1.5% | 25,143 | -0.4% | 0.41% | -0.5% |
| Q2 2019 | $994,000 | +3.2% | 25,243 | -0.3% | 0.41% | +1.5% |
| Q1 2019 | $963,000 | +6.8% | 25,313 | -1.9% | 0.41% | -3.5% |
| Q4 2018 | $902,000 | -10.5% | 25,798 | -3.0% | 0.42% | +7.6% |
| Q3 2018 | $1,008,000 | -1.3% | 26,600 | -0.2% | 0.39% | -8.2% |
| Q2 2018 | $1,021,000 | -5.0% | 26,663 | -0.6% | 0.43% | -6.6% |
| Q1 2018 | $1,075,000 | -3.1% | 26,828 | -0.3% | 0.46% | +1.8% |
| Q4 2017 | $1,109,000 | +2.1% | 26,903 | 0.0% | 0.45% | -3.2% |
| Q3 2017 | $1,086,000 | +3.4% | 26,903 | +0.2% | 0.46% | 0.0% |
| Q2 2017 | $1,050,000 | +5.0% | 26,853 | +2.3% | 0.46% | +3.1% |
| Q1 2017 | $1,000,000 | +5.9% | 26,248 | +0.3% | 0.45% | +1.8% |
| Q4 2016 | $944,000 | -1.0% | 26,173 | +0.9% | 0.44% | -5.3% |
| Q3 2016 | $954,000 | 0.0% | 25,933 | -4.3% | 0.47% | -2.1% |
| Q2 2016 | $954,000 | -0.3% | 27,098 | -0.7% | 0.48% | -3.4% |
| Q1 2016 | $957,000 | +1.8% | 27,293 | -3.2% | 0.50% | +3.3% |
| Q4 2015 | $940,000 | -33.2% | 28,188 | -31.9% | 0.48% | -37.0% |
| Q3 2015 | $1,407,000 | -19.0% | 41,419 | -1.2% | 0.76% | -10.5% |
| Q2 2015 | $1,738,000 | +2.2% | 41,904 | +3.3% | 0.85% | +2.9% |
| Q1 2015 | $1,701,000 | +4.2% | 40,575 | +4.4% | 0.82% | +2.1% |
| Q4 2014 | $1,633,000 | -6.6% | 38,855 | +2.9% | 0.81% | -10.4% |
| Q3 2014 | $1,748,000 | -7.2% | 37,765 | +2.8% | 0.90% | -4.7% |
| Q2 2014 | $1,884,000 | +8.2% | 36,728 | +2.5% | 0.95% | +4.4% |
| Q1 2014 | $1,741,000 | +4.6% | 35,833 | +2.1% | 0.91% | +5.6% |
| Q4 2013 | $1,665,000 | -6.6% | 35,095 | -8.1% | 0.86% | +1.3% |
| Q3 2013 | $1,782,000 | – | 38,195 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 194,132 | $6,808,000 | 6.34% |
| Longer Investments Inc. | 90,980 | $3,191,000 | 2.64% |
| CETERA INVESTMENT MANAGEMENT LLC | 112,070 | $3,943,000 | 2.04% |
| First Allied Advisory Services, Inc. | 475,946 | $16,707,000 | 0.93% |
| LGL PARTNERS, LLC | 49,811 | $1,747,000 | 0.90% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,293 | $957,000 | 0.50% |
| Simplicity Solutions, LLC | 20,442 | $717,000 | 0.44% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 23,937 | $839,000 | 0.41% |
| Harbour Capital Advisors, LLC | 19,150 | $672,000 | 0.38% |
| Charles Schwab Investment Advisory, Inc. | 839,525 | $29,442,000 | 0.31% |