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 ↓
Merriman Wealth Management, LLC 194,132$6,808,0006.34%
Longer Investments Inc. 90,980$3,191,0002.64%
CETERA INVESTMENT MANAGEMENT LLC 112,070$3,943,0002.04%
First Allied Advisory Services, Inc. 475,946$16,707,0000.93%
LGL PARTNERS, LLC 49,811$1,747,0000.90%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 27,293$957,0000.50%
Simplicity Solutions, LLC 20,442$717,0000.44%
KAYS FINANCIAL ADVISORY CORP /ADV 23,937$839,0000.41%
Harbour Capital Advisors, LLC 19,150$672,0000.38%
Charles Schwab Investment Advisory, Inc. 839,525$29,442,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders