NewSquare Capital LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$99
-3.9%
30.0%0.00%
Q2 2023$1030.0%30.0%0.00%
Q1 2023$103
+6.2%
30.0%0.00%
Q4 2022$97
-95.2%
3
-94.3%
0.00%
Q3 2022$2,0000.0%530.0%0.00%
Q2 2022$2,0000.0%530.0%0.00%
Q1 2022$2,0000.0%530.0%0.00%
Q4 2021$2,0000.0%530.0%0.00%
Q3 2021$2,0000.0%530.0%0.00%
Q2 2021$2,0000.0%530.0%0.00%
Q1 2021$2,0000.0%530.0%0.00%
Q4 2020$2,0000.0%530.0%0.00%
Q3 2020$2,0000.0%530.0%0.00%
Q2 2020$2,0000.0%530.0%0.00%
Q1 2020$2,0000.0%530.0%0.00%
Q4 2019$2,0000.0%530.0%0.00%
Q3 2019$2,0000.0%53
+6.0%
0.00%
Q2 2019$2,0000.0%500.0%0.00%
Q1 2019$2,000
-33.3%
50
-50.0%
0.00%
-100.0%
Q4 2018$3,0001000.00%
Q1 2016$000.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 90,348$3,431,0002.48%
American Institute for Advanced Investment Management, LLP 43,687$1,699,0001.14%
SUTTON PLACE INVESTORS LLC 25,000$972,0001.12%
Towerpoint Wealth, LLC 55,998$2,177,0001.03%
Mount Lucas Management LP 60,848$2,366,0000.68%
Allen Capital Group, LLC 87,872$3,416,0000.42%
Coastline Trust Co 85,990$3,343,0000.38%
BRANDYWINE OAK PRIVATE WEALTH LLC 74,326$2,889,0000.32%
MORRIS FINANCIAL CONCEPTS, INC. 9,686$377,0000.31%
Evergreen Wealth Solutions, LLC 8,734$340,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders