ASSETMARK, INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 126 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,492,123
-5.7%
379,700
-1.4%
0.05%
-3.8%
Q2 2023$13,249,856
-2.3%
385,282
-2.6%
0.05%
-7.1%
Q1 2023$13,558,475
-0.4%
395,521
-6.1%
0.06%
-5.1%
Q4 2022$13,612,311
+20.4%
421,173
+7.3%
0.06%
+11.3%
Q3 2022$11,310,000
-18.4%
392,694
-2.7%
0.05%
-14.5%
Q2 2022$13,853,000
+3.8%
403,767
+17.3%
0.06%
+10.7%
Q1 2022$13,344,000
-24.6%
344,080
-24.4%
0.06%
-23.3%
Q4 2021$17,700,000
+2.2%
455,247
-0.2%
0.07%
-6.4%
Q3 2021$17,315,000
-5.2%
456,025
-1.6%
0.08%
-8.2%
Q2 2021$18,266,000
+0.0%
463,615
-3.2%
0.08%
-9.6%
Q1 2021$18,261,000
+4.2%
478,783
-0.1%
0.09%
-4.1%
Q4 2020$17,519,000
+2.8%
479,176
-5.2%
0.10%
-10.9%
Q3 2020$17,048,000
-42.9%
505,423
-43.9%
0.11%
-48.6%
Q2 2020$29,856,000
+1.3%
901,165
-6.4%
0.21%
-14.4%
Q1 2020$29,477,000
+10.4%
962,370
+44.9%
0.25%
+23.2%
Q4 2019$26,699,000
+5.5%
664,146
+2.2%
0.20%
-4.2%
Q3 2019$25,302,000
-14.9%
649,615
-14.0%
0.21%
-12.4%
Q2 2019$29,732,000
+0.6%
755,386
-2.8%
0.24%
-9.4%
Q1 2019$29,551,000
+8.4%
777,052
-0.4%
0.27%
+1.5%
Q4 2018$27,272,000
-10.1%
780,092
-2.6%
0.26%
-4.7%
Q3 2018$30,351,000
+3.6%
800,604
+4.7%
0.28%
-4.2%
Q2 2018$29,304,000
-0.8%
764,916
+3.8%
0.29%
-5.9%
Q1 2018$29,540,000
-3.3%
737,211
-0.6%
0.31%
-2.9%
Q4 2017$30,563,000
+12.5%
741,633
+10.3%
0.32%
+1.9%
Q3 2017$27,160,000
+23.4%
672,614
+19.6%
0.31%
+11.6%
Q2 2017$22,002,000
+19.9%
562,431
+16.7%
0.28%
+14.9%
Q1 2017$18,352,000
+10.1%
481,940
+4.2%
0.24%
-1.6%
Q4 2016$16,671,000
+4.9%
462,326
+7.0%
0.24%
+1.2%
Q3 2016$15,897,000
+13.8%
432,088
+8.9%
0.24%
+3.0%
Q2 2016$13,966,000
+28.3%
396,758
+27.8%
0.24%
+23.7%
Q1 2016$10,888,000
+55.7%
310,457
+48.1%
0.19%
+46.2%
Q4 2015$6,993,000
-48.5%
209,611
-47.6%
0.13%
-8.5%
Q3 2015$13,582,000
+122.9%
399,966
+172.3%
0.14%
+11.8%
Q2 2015$6,092,000
-0.6%
146,891
+0.5%
0.13%
-2.3%
Q1 2015$6,126,000
+29.3%
146,144
+29.6%
0.13%
+26.2%
Q4 2014$4,739,000
-0.7%
112,782
+9.4%
0.10%
-6.4%
Q3 2014$4,771,000
-39.3%
103,086
-32.7%
0.11%
-34.1%
Q2 2014$7,861,000
+50.5%
153,231
+42.6%
0.17%
+31.5%
Q1 2014$5,222,000
-10.4%
107,486
-12.5%
0.13%
-8.0%
Q4 2013$5,831,000
-37.6%
122,897
-38.6%
0.14%
-41.5%
Q3 2013$9,345,000200,3160.24%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Avidian Wealth Solutions, LLC 391,376$20,078,0007.40%
FOUNDERS BANK & TRUST 227,111$11,651,0006.46%
PRING TURNER CAPITAL GROUP INC 98,325$5,044,0004.36%
Sterneck Capital Management, LLC 72,642$3,727,0002.18%
BRINKER CAPITAL INC 351,134$18,013,0001.24%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 36,728$1,884,0000.95%
KAYS FINANCIAL ADVISORY CORP /ADV 25,428$1,304,0000.93%
MONETA GROUP INVESTMENT ADVISORS LLC 60,729$3,036,0000.86%
Harbour Capital Advisors, LLC 19,350$993,0000.78%
ProVise Management Group, LLC 62,399$3,201,0000.70%
View complete list of SPDR INDEX SHS FDS shareholders