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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,199 | -14.0% | 1,465 | -10.1% | 0.00% | 0.0% |
| Q2 2023 | $56,056 | +11.6% | 1,630 | +11.3% | 0.00% | 0.0% |
| Q1 2023 | $50,220 | +6.1% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $47,349 | +12.7% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $42,000 | -16.0% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -12.3% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | 0.0% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +1.8% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $56,000 | -3.4% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $58,000 | +3.6% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +3.7% | 1,465 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | -19.4% | 1,465 | -8.4% | 0.00% | -62.5% |
| Q4 2014 | $67,000 | -19.3% | 1,600 | -11.1% | 0.01% | -20.0% |
| Q3 2014 | $83,000 | +730.0% | 1,800 | +800.0% | 0.01% | +400.0% |
| Q1 2014 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | +100.0% |
| Q4 2013 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |