SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 144 filers reported holding SPDR INDEX SHS FDS in Q4 2014. The put-call ratio across all filers is 1.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $286,000 | -71.0% | 7,325 | -71.8% | 0.04% | -72.8% |
| Q1 2017 | $987,000 | +2.5% | 25,931 | -2.8% | 0.16% | -3.7% |
| Q4 2016 | $963,000 | -6.9% | 26,681 | -5.0% | 0.16% | -8.4% |
| Q3 2016 | $1,034,000 | +4.0% | 28,081 | -0.5% | 0.18% | -2.2% |
| Q2 2016 | $994,000 | +0.4% | 28,231 | 0.0% | 0.18% | -9.9% |
| Q1 2016 | $990,000 | -3.9% | 28,231 | -8.6% | 0.20% | -6.0% |
| Q4 2015 | $1,030,000 | -41.2% | 30,881 | -40.2% | 0.22% | -46.9% |
| Q3 2015 | $1,753,000 | -22.3% | 51,623 | -5.1% | 0.41% | -15.2% |
| Q2 2015 | $2,257,000 | -0.2% | 54,420 | +0.9% | 0.48% | +0.2% |
| Q1 2015 | $2,262,000 | -45.0% | 53,949 | -44.9% | 0.48% | +8.4% |
| Q4 2014 | $4,112,000 | +43.3% | 97,888 | +57.9% | 0.44% | -29.1% |
| Q3 2014 | $2,870,000 | -10.3% | 62,007 | -0.6% | 0.62% | -10.4% |
| Q2 2014 | $3,201,000 | +14.0% | 62,399 | +8.0% | 0.70% | +2.2% |
| Q1 2014 | $2,808,000 | +3.0% | 57,796 | +0.6% | 0.68% | -3.4% |
| Q4 2013 | $2,726,000 | +14.4% | 57,443 | +12.5% | 0.70% | +4.3% |
| Q3 2013 | $2,383,000 | -1.2% | 51,082 | -7.5% | 0.68% | -5.2% |
| Q2 2013 | $2,411,000 | – | 55,225 | – | 0.71% | – |
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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% |