Asset Dedication, LLC - SPDR INDEX SHS FDS ownership

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 Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$18
-5.3%
5550.0%0.00%0.0%
Q2 2023$190.0%5550.0%0.00%0.0%
Q1 2023$19
+5.6%
5550.0%0.00%0.0%
Q4 2022$18
-99.9%
555
-0.2%
0.00%0.0%
Q3 2022$16,000
-15.8%
5560.0%0.00%
-33.3%
Q2 2022$19,000
-9.5%
5560.0%0.00%
+50.0%
Q1 2022$21,0000.0%5560.0%0.00%
-33.3%
Q4 2021$21,0000.0%5560.0%0.00%0.0%
Q3 2021$21,0000.0%5560.0%0.00%0.0%
Q2 2021$21,0000.0%5560.0%0.00%
-40.0%
Q1 2021$21,0000.0%5560.0%0.01%
+25.0%
Q4 2020$21,000
+10.5%
5560.0%0.00%0.0%
Q3 2020$19,000
+5.6%
5560.0%0.00%
-20.0%
Q2 2020$18,000
-40.0%
556
-43.7%
0.01%
-44.4%
Q1 2020$30,000
-21.1%
987
+3.9%
0.01%
-18.2%
Q4 2019$38,000
+2.7%
9500.0%0.01%
-8.3%
Q3 2019$37,000
-2.6%
9500.0%0.01%0.0%
Q2 2019$38,000
-37.7%
950
-40.9%
0.01%
-42.9%
Q1 2019$61,000
-35.8%
1,608
-41.5%
0.02%
-46.2%
Q4 2018$95,000
-15.9%
2,750
-7.7%
0.04%
-7.1%
Q3 2018$113,000
+0.9%
2,978
+1.7%
0.04%
+10.5%
Q2 2018$112,000
-26.3%
2,927
-22.3%
0.04%
-49.3%
Q1 2018$152,000
+10.1%
3,769
+13.6%
0.08%
+33.9%
Q4 2017$138,000
+2.2%
3,3180.0%0.06%
-13.8%
Q3 2017$135,000
+4.7%
3,3180.0%0.06%0.0%
Q2 2017$129,000
+2.4%
3,3180.0%0.06%
-4.4%
Q1 2017$126,000
-30.8%
3,318
-34.4%
0.07%
-35.8%
Q4 2016$182,000
+17.4%
5,055
+19.9%
0.11%
+8.2%
Q3 2016$155,000
+4.7%
4,2160.0%0.10%
-4.9%
Q2 2016$148,000
+7300.0%
4,216
+7169.0%
0.10%
+10200.0%
Q1 2016$2,000580.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2018
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