SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 116 filers reported holding SPDR INDEX SHS FDS in Q3 2013. The put-call ratio across all filers is 0.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,513 | -6.6% | 26,277 | -2.3% | 0.00% | -60.0% |
| Q2 2023 | $925,297 | -19.5% | 26,906 | -19.8% | 0.01% | +150.0% |
| Q1 2023 | $1,149,614 | +12.9% | 33,536 | +6.4% | 0.00% | 0.0% |
| Q4 2022 | $1,018,274 | +6.8% | 31,506 | -4.8% | 0.00% | 0.0% |
| Q3 2022 | $953,000 | -15.9% | 33,094 | +0.2% | 0.00% | -33.3% |
| Q2 2022 | $1,133,000 | -28.6% | 33,029 | -19.2% | 0.00% | 0.0% |
| Q1 2022 | $1,586,000 | -23.9% | 40,895 | -23.7% | 0.00% | -25.0% |
| Q4 2021 | $2,083,000 | -16.2% | 53,577 | -18.2% | 0.00% | -33.3% |
| Q3 2021 | $2,486,000 | -4.2% | 65,479 | -0.6% | 0.01% | -14.3% |
| Q2 2021 | $2,594,000 | +5.5% | 65,850 | +2.1% | 0.01% | -12.5% |
| Q1 2021 | $2,459,000 | +1.7% | 64,485 | -2.5% | 0.01% | 0.0% |
| Q4 2020 | $2,419,000 | +3.8% | 66,166 | -4.2% | 0.01% | -11.1% |
| Q3 2020 | $2,330,000 | +42.8% | 69,071 | +40.2% | 0.01% | +28.6% |
| Q2 2020 | $1,632,000 | -8.4% | 49,257 | -15.3% | 0.01% | -30.0% |
| Q1 2020 | $1,782,000 | -32.0% | 58,178 | -10.7% | 0.01% | -16.7% |
| Q4 2019 | $2,620,000 | +0.1% | 65,170 | -3.0% | 0.01% | -14.3% |
| Q3 2019 | $2,617,000 | -10.7% | 67,177 | -9.8% | 0.01% | -12.5% |
| Q2 2019 | $2,930,000 | +13.1% | 74,436 | +9.3% | 0.02% | +14.3% |
| Q1 2019 | $2,590,000 | -0.6% | 68,097 | -8.6% | 0.01% | -12.5% |
| Q4 2018 | $2,606,000 | -7.8% | 74,538 | -0.0% | 0.02% | +14.3% |
| Q3 2018 | $2,826,000 | +311.4% | 74,548 | +280.5% | 0.01% | +100.0% |
| Q1 2016 | $687,000 | +5.0% | 19,590 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $654,000 | -1.7% | 19,590 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $665,000 | -19.3% | 19,590 | -0.3% | 0.01% | -11.1% |
| Q1 2015 | $824,000 | -0.2% | 19,651 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $826,000 | -9.1% | 19,651 | 0.0% | 0.01% | -16.7% |
| Q3 2014 | $909,000 | -29.0% | 19,651 | -28.4% | 0.01% | -58.6% |
| Q3 2013 | $1,280,000 | -5.6% | 27,445 | -11.6% | 0.03% | -12.1% |
| Q2 2013 | $1,356,000 | – | 31,055 | – | 0.03% | – |
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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% |