HBK Sorce Advisory LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 137 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$463,569
-8.5%
14,090
-4.3%
0.02%
-4.8%
Q2 2023$506,513
-35.2%
14,728
-35.4%
0.02%
-40.0%
Q1 2023$781,532
+53687.5%
22,798
-49.3%
0.04%
-10.3%
Q4 2022$1,453
-99.8%
44,970
+110.4%
0.04%
-4.9%
Q3 2022$616,000
-18.4%
21,373
-2.9%
0.04%
-26.8%
Q2 2022$755,000
-8.4%
22,005
+3.6%
0.06%
+24.4%
Q1 2022$824,000
+7.2%
21,235
+7.3%
0.04%
+15.4%
Q4 2021$769,000
+2.4%
19,782
+0.1%
0.04%
-4.9%
Q3 2021$751,000
+1.5%
19,770
+5.2%
0.04%0.0%
Q2 2021$740,000
+4.4%
18,790
+1.0%
0.04%
-2.4%
Q1 2021$709,000
+4.3%
18,602
+0.0%
0.04%0.0%
Q4 2020$680,000
+55.3%
18,598
+43.2%
0.04%
+35.5%
Q3 2020$438,000
+1.9%
12,984
+0.1%
0.03%
-3.1%
Q2 2020$430,000
+8.3%
12,972
+0.1%
0.03%
-17.9%
Q1 2020$397,000
-15.9%
12,958
+10.3%
0.04%
-4.9%
Q4 2019$472,000
+3.1%
11,7500.0%0.04%
-6.8%
Q3 2019$458,000
+0.7%
11,750
+1.7%
0.04%0.0%
Q2 2019$455,000
+11.2%
11,550
+7.3%
0.04%
+7.3%
Q1 2019$409,000
+8.8%
10,7600.0%0.04%
-4.7%
Q4 2018$376,000
-7.8%
10,7600.0%0.04%
-6.5%
Q3 2018$408,000
-34.5%
10,760
-33.8%
0.05%
-36.1%
Q2 2018$623,000
+0.3%
16,260
+4.8%
0.07%
-7.7%
Q1 2018$621,000
-1.3%
15,510
+1.6%
0.08%
+5.4%
Q4 2017$629,000
+9.2%
15,270
+7.0%
0.07%
-14.9%
Q3 2017$576,000
+10.1%
14,270
+6.8%
0.09%
+3.6%
Q2 2017$523,000
+2.8%
13,3650.0%0.08%
-2.3%
Q1 2017$509,000
+28.9%
13,365
+21.9%
0.09%
+21.1%
Q4 2016$395,000
+40.1%
10,965
+43.1%
0.07%
+26.8%
Q3 2016$282,000
+18.0%
7,665
+12.8%
0.06%
+9.8%
Q2 2016$239,000
+18.3%
6,795
+57.3%
0.05%
-39.3%
Q3 2013$202,0004,3200.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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