SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 115 filers reported holding SPDR INDEX SHS FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,974 | -7.1% | 26,291 | -2.9% | 0.04% | -2.2% |
| Q2 2023 | $931,179 | -4.7% | 27,077 | -5.0% | 0.05% | -8.0% |
| Q1 2023 | $977,460 | +4.8% | 28,514 | -1.2% | 0.05% | +4.2% |
| Q4 2022 | $932,949 | +4.8% | 28,866 | -6.6% | 0.05% | -17.2% |
| Q3 2022 | $890,000 | -18.9% | 30,915 | -3.3% | 0.06% | -24.7% |
| Q2 2022 | $1,097,000 | -90.8% | 31,979 | -89.6% | 0.08% | -92.1% |
| Q1 2022 | $11,885,000 | +85.8% | 306,450 | +92.6% | 0.98% | -20.8% |
| Q4 2019 | $6,398,000 | +1.0% | 159,151 | -2.2% | 1.23% | -3.8% |
| Q3 2019 | $6,337,000 | -95.2% | 162,683 | -51.9% | 1.28% | -50.0% |
| Q2 2019 | $133,128,000 | +920.1% | 338,232 | -1.4% | 2.56% | +3.8% |
| Q1 2019 | $13,050,000 | +89.7% | 343,153 | +105.5% | 2.47% | +47.2% |
| Q4 2017 | $6,880,000 | +2.0% | 166,955 | -0.0% | 1.68% | +4.7% |
| Q3 2017 | $6,743,000 | +2.8% | 166,986 | -0.4% | 1.60% | -12.3% |
| Q2 2017 | $6,559,000 | +1.3% | 167,661 | -1.4% | 1.83% | +16.0% |
| Q1 2017 | $6,476,000 | +7.1% | 170,070 | +1.5% | 1.58% | -4.6% |
| Q4 2016 | $6,045,000 | -49.8% | 167,638 | -48.7% | 1.65% | -33.3% |
| Q3 2016 | $12,033,000 | +107.4% | 327,065 | +98.4% | 2.48% | +51.5% |
| Q2 2016 | $5,803,000 | -14.8% | 164,853 | -15.1% | 1.64% | -74.2% |
| Q1 2016 | $6,808,000 | – | 194,132 | – | 6.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 391,376 | $20,078,000 | 7.40% |
| FOUNDERS BANK & TRUST | 227,111 | $11,651,000 | 6.46% |
| PRING TURNER CAPITAL GROUP INC | 98,325 | $5,044,000 | 4.36% |
| Sterneck Capital Management, LLC | 72,642 | $3,727,000 | 2.18% |
| BRINKER CAPITAL INC | 351,134 | $18,013,000 | 1.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | $1,884,000 | 0.95% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 25,428 | $1,304,000 | 0.93% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 60,729 | $3,036,000 | 0.86% |
| Harbour Capital Advisors, LLC | 19,350 | $993,000 | 0.78% |
| ProVise Management Group, LLC | 62,399 | $3,201,000 | 0.70% |