SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 144 filers reported holding SPDR INDEX SHS FDS in Q1 2023. 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 ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,080,557 | $36,696,000 | 10.21% |
| Retirement Planning Group, LLC | 85,486 | $2,903,000 | 1.27% |
| Sterneck Capital Management, LLC | 50,195 | $1,705,000 | 1.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,419 | $1,407,000 | 0.76% |
| Coastline Trust Co | 84,404 | $2,867,000 | 0.65% |
| Harbour Capital Advisors, LLC | 20,100 | $683,000 | 0.48% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 24,658 | $837,000 | 0.48% |
| ProVise Management Group, LLC | 51,623 | $1,753,000 | 0.41% |
| TWO SIGMA SECURITIES, LLC | 7,031 | $239,000 | 0.38% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 43,753 | $1,486,000 | 0.31% |