Gradient Investments 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,645
-4.4%
500.0%0.00%
Q2 2023$1,720
-73.6%
50
-73.7%
0.00%
Q1 2023$6,513
+6.1%
1900.0%0.00%
Q4 2022$6,141
+207.0%
190
+206.5%
0.00%
Q3 2022$2,0000.0%62
+24.0%
0.00%
Q2 2022$2,000
-60.0%
50
-61.5%
0.00%
Q1 2022$5,0000.0%1300.0%0.00%
Q4 2021$5,0000.0%1300.0%0.00%
Q3 2021$5,0000.0%1300.0%0.00%
Q2 2021$5,000
-58.3%
130
-57.9%
0.00%
Q1 2021$12,000
-99.8%
309
-99.8%
0.00%
-100.0%
Q4 2020$5,353,000
-1.3%
158,695
-1.3%
0.23%
-0.4%
Q3 2020$5,423,000
+2.0%
160,765
+0.2%
0.23%
-5.8%
Q2 2020$5,316,000
+8.5%
160,463
+0.3%
0.24%
-8.3%
Q1 2020$4,901,000
-26.5%
160,005
-3.5%
0.26%
-11.1%
Q4 2019$6,669,000
+95171.4%
165,893
+92062.8%
0.30%
Q3 2019$7,0000.0%1800.0%0.00%
Q2 2019$7,0000.0%1800.0%0.00%
Q1 2019$7,000
-99.8%
180
-99.8%
0.00%
-100.0%
Q4 2018$3,806,000
-9.5%
108,870
-1.8%
0.23%
+5.6%
Q3 2018$4,204,000
-5.9%
110,898
-4.9%
0.22%
-9.2%
Q2 2018$4,466,000
-10.7%
116,580
-6.6%
0.24%
-12.2%
Q1 2018$5,001,000
-9.8%
124,811
-7.2%
0.27%
-15.3%
Q4 2017$5,545,000
-4.0%
134,564
-5.9%
0.32%
-13.3%
Q3 2017$5,775,000
+8.6%
143,017
+5.2%
0.37%
-1.1%
Q2 2017$5,318,000
+11.4%
135,947
+8.5%
0.37%
+2.2%
Q1 2017$4,773,000
+15.9%
125,339
+9.7%
0.36%
+1.1%
Q4 2016$4,119,000
+205850.0%
114,218
+207569.1%
0.36%
Q1 2015$2,000550.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 476,342$19,968,0008.56%
PRING TURNER CAPITAL GROUP INC 86,790$3,638,0004.04%
Madrona Financial Services, LLC 48,273$2,024,0002.03%
Morningstar Investment Services LLC 1,008,660$42,283,0001.84%
Retirement Planning Group, LLC 92,264$3,868,0001.54%
Sterneck Capital Management, LLC 60,601$2,540,0001.37%
Smart Portfolios, LLC 27,440$1,216,0001.35%
PVG Asset Management 92,241$3,866,770,0001.16%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,575$1,701,0000.82%
Coastline Trust Co 85,064$3,566,0000.73%
View complete list of SPDR INDEX SHS FDS shareholders