SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $427,986 | +6.1% | 12,485 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $403,515 | -35.1% | 12,485 | -42.2% | 0.03% | -41.4% |
| Q3 2022 | $622,000 | -16.1% | 21,591 | 0.0% | 0.06% | -12.1% |
| Q2 2022 | $741,000 | -41.5% | 21,591 | -33.9% | 0.07% | -33.3% |
| Q1 2022 | $1,267,000 | -0.6% | 32,671 | -0.3% | 0.10% | +4.2% |
| Q4 2021 | $1,275,000 | +4.0% | 32,782 | +1.5% | 0.10% | -5.0% |
| Q3 2021 | $1,226,000 | -4.7% | 32,287 | -1.1% | 0.10% | -5.7% |
| Q2 2021 | $1,286,000 | -4.4% | 32,637 | -7.4% | 0.11% | -7.8% |
| Q1 2021 | $1,345,000 | – | 35,252 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beta Wealth Group, Inc. | 90,348 | $3,431,000 | 2.48% |
| American Institute for Advanced Investment Management, LLP | 43,687 | $1,699,000 | 1.14% |
| SUTTON PLACE INVESTORS LLC | 25,000 | $972,000 | 1.12% |
| Towerpoint Wealth, LLC | 55,998 | $2,177,000 | 1.03% |
| Mount Lucas Management LP | 60,848 | $2,366,000 | 0.68% |
| Allen Capital Group, LLC | 87,872 | $3,416,000 | 0.42% |
| Coastline Trust Co | 85,990 | $3,343,000 | 0.38% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 74,326 | $2,889,000 | 0.32% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9,686 | $377,000 | 0.31% |
| Evergreen Wealth Solutions, LLC | 8,734 | $340,000 | 0.31% |