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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,324 | -3.7% | 6,636 | +0.7% | 0.14% | -1.4% |
| Q2 2023 | $226,733 | -1.2% | 6,593 | -1.5% | 0.15% | -9.3% |
| Q1 2023 | $229,539 | +6.1% | 6,696 | +0.1% | 0.16% | -7.4% |
| Q4 2022 | $216,285 | -26.4% | 6,692 | -34.4% | 0.18% | -42.4% |
| Q3 2022 | $294,000 | -12.2% | 10,200 | +4.5% | 0.30% | -4.7% |
| Q2 2022 | $335,000 | -10.7% | 9,765 | +1.1% | 0.32% | +1.9% |
| Q1 2022 | $375,000 | -0.5% | 9,657 | -0.3% | 0.31% | -0.3% |
| Q4 2021 | $377,000 | – | 9,686 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silver Lake Advisory, LLC | 121,864 | $4,648,000 | 2.37% |
| Towerpoint Wealth, LLC | 111,976 | $4,271,000 | 2.05% |
| Beta Wealth Group, Inc. | 73,529 | $2,804,000 | 2.04% |
| Mount Lucas Management LP | 113,706 | $4,337,000 | 1.28% |
| Harborview Advisors, LLC | 49,403 | $1,884,000 | 1.14% |
| American Institute for Advanced Investment Management, LLP | 30,058 | $1,146,000 | 0.88% |
| Allen Capital Group, LLC | 90,635 | $3,457,000 | 0.76% |
| Mount Yale Investment Advisors, LLC | 87,235 | $3,327,000 | 0.43% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 75,876 | $2,893,000 | 0.43% |
| Coastline Trust Co | 71,035 | $2,709,000 | 0.35% |