SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 131 filers reported holding SPDR INDEX SHS FDS in Q2 2015. The put-call ratio across all filers is 0.86 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,430,675 | -2.4% | 225,856 | +2.1% | 0.29% | -4.9% |
| Q2 2023 | $7,609,581 | +0.6% | 221,273 | +0.3% | 0.31% | -6.7% |
| Q1 2023 | $7,564,761 | +13.4% | 220,676 | +7.0% | 0.33% | +4.5% |
| Q4 2022 | $6,668,758 | +20.0% | 206,335 | +6.9% | 0.31% | +7.9% |
| Q3 2022 | $5,557,000 | -17.2% | 192,942 | -1.4% | 0.29% | -17.3% |
| Q2 2022 | $6,712,000 | +3.4% | 195,632 | +16.8% | 0.35% | +8.6% |
| Q1 2022 | $6,493,000 | +18.4% | 167,434 | +18.7% | 0.32% | +18.2% |
| Q4 2021 | $5,483,000 | +12.4% | 141,037 | +9.8% | 0.27% | -1.4% |
| Q3 2021 | $4,879,000 | -10.1% | 128,496 | -6.7% | 0.28% | -15.5% |
| Q2 2021 | $5,428,000 | +38.2% | 137,778 | +33.8% | 0.33% | +4.4% |
| Q1 2021 | $3,928,000 | +7.9% | 103,000 | +3.4% | 0.32% | +13.3% |
| Q4 2020 | $3,642,000 | +8.0% | 99,605 | -0.4% | 0.28% | -3.5% |
| Q3 2020 | $3,372,000 | +7.5% | 99,980 | +5.5% | 0.29% | -1.7% |
| Q2 2020 | $3,138,000 | +3.3% | 94,729 | -4.5% | 0.29% | -11.7% |
| Q1 2020 | $3,038,000 | -40.6% | 99,198 | -22.1% | 0.33% | -40.9% |
| Q4 2019 | $5,116,000 | +17.5% | 127,266 | +13.8% | 0.56% | +6.6% |
| Q3 2019 | $4,355,000 | +11.7% | 111,817 | +12.9% | 0.53% | +3.7% |
| Q2 2019 | $3,898,000 | +39.2% | 99,041 | +34.5% | 0.51% | +24.8% |
| Q1 2019 | $2,800,000 | +64.7% | 73,616 | +51.4% | 0.41% | +40.8% |
| Q4 2018 | $1,700,000 | -7.6% | 48,618 | +0.2% | 0.29% | -11.3% |
| Q3 2018 | $1,839,000 | +6.1% | 48,512 | +7.2% | 0.33% | +0.3% |
| Q2 2018 | $1,734,000 | -2.9% | 45,272 | +1.6% | 0.32% | -7.9% |
| Q1 2018 | $1,786,000 | -2.8% | 44,569 | -0.1% | 0.35% | -10.4% |
| Q4 2017 | $1,838,000 | +0.4% | 44,607 | -1.6% | 0.39% | -6.6% |
| Q3 2017 | $1,830,000 | +14.2% | 45,317 | +10.6% | 0.42% | +8.2% |
| Q2 2017 | $1,603,000 | +15.8% | 40,985 | +12.8% | 0.39% | +13.0% |
| Q1 2017 | $1,384,000 | +27.3% | 36,348 | +20.5% | 0.34% | +29.2% |
| Q4 2016 | $1,087,000 | +13.3% | 30,153 | +15.6% | 0.27% | +6.8% |
| Q3 2016 | $959,000 | +65.3% | 26,073 | +58.2% | 0.25% | +64.5% |
| Q2 2016 | $580,000 | +0.2% | 16,481 | -0.1% | 0.15% | +8.6% |
| Q1 2016 | $579,000 | +18.4% | 16,498 | +12.7% | 0.14% | +17.6% |
| Q4 2015 | $489,000 | 0.0% | 14,645 | +1.8% | 0.12% | +3.5% |
| Q3 2015 | $489,000 | +58.3% | 14,391 | +93.0% | 0.12% | +59.7% |
| Q2 2015 | $309,000 | -1.0% | 7,456 | +0.1% | 0.07% | -4.0% |
| Q1 2015 | $312,000 | -10.6% | 7,451 | -10.3% | 0.08% | -11.8% |
| Q4 2014 | $349,000 | -6.9% | 8,311 | +2.7% | 0.08% | -6.6% |
| Q3 2014 | $375,000 | -9.4% | 8,094 | +0.3% | 0.09% | -11.7% |
| Q2 2014 | $414,000 | +15.3% | 8,073 | +9.1% | 0.10% | +8.4% |
| Q1 2014 | $359,000 | +20.1% | 7,398 | +17.4% | 0.10% | +11.8% |
| Q4 2013 | $299,000 | +19.6% | 6,303 | +17.7% | 0.08% | +9.0% |
| Q3 2013 | $250,000 | – | 5,354 | – | 0.08% | – |
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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% |