Baker Avenue Asset Management, LP - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,997,984
+1140.1%
60,729
+1196.2%
0.10%
+1150.0%
Q2 2023$161,117
-38.3%
4,685
-48.3%
0.01%
-50.0%
Q3 2022$261,000
-74.3%
9,056
-64.2%
0.02%
-78.4%
Q4 2019$1,017,000
+3.0%
25,315
-0.1%
0.07%
-6.3%
Q3 2019$987,000
+17.4%
25,346
+24.9%
0.08%
-29.5%
Q2 2015$841,000
-7.7%
20,292
-6.6%
0.11%
-7.4%
Q1 2015$911,00021,7300.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 194,132$6,808,0006.34%
Longer Investments Inc. 90,980$3,191,0002.64%
CETERA INVESTMENT MANAGEMENT LLC 112,070$3,943,0002.04%
First Allied Advisory Services, Inc. 475,946$16,707,0000.93%
LGL PARTNERS, LLC 49,811$1,747,0000.90%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 27,293$957,0000.50%
Simplicity Solutions, LLC 20,442$717,0000.44%
KAYS FINANCIAL ADVISORY CORP /ADV 23,937$839,0000.41%
Harbour Capital Advisors, LLC 19,150$672,0000.38%
Charles Schwab Investment Advisory, Inc. 839,525$29,442,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders