SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q1 2015. The put-call ratio across all filers is 1.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $242,000 | +6.1% | 5,994 | +2.8% | 0.10% | -1.9% |
| Q2 2017 | $228,000 | -6.6% | 5,828 | -9.0% | 0.10% | -8.8% |
| Q1 2017 | $244,000 | +5.6% | 6,404 | +0.2% | 0.11% | -23.5% |
| Q4 2016 | $231,000 | -6.1% | 6,394 | -4.5% | 0.15% | +19.2% |
| Q3 2016 | $246,000 | -6.5% | 6,694 | -10.3% | 0.12% | -8.8% |
| Q2 2016 | $263,000 | +0.8% | 7,464 | +0.3% | 0.14% | -1.4% |
| Q1 2016 | $261,000 | +6.1% | 7,439 | +0.8% | 0.14% | +0.7% |
| Q4 2015 | $246,000 | +7.9% | 7,379 | +10.1% | 0.14% | +2.2% |
| Q3 2015 | $228,000 | -16.8% | 6,705 | +1.5% | 0.14% | -27.8% |
| Q2 2015 | $274,000 | +0.4% | 6,605 | +1.4% | 0.19% | -1.1% |
| Q1 2015 | $273,000 | +27.6% | 6,513 | +28.2% | 0.19% | +22.7% |
| Q4 2014 | $214,000 | -32.5% | 5,081 | -25.9% | 0.15% | -34.2% |
| Q3 2014 | $317,000 | -7.6% | 6,860 | +2.7% | 0.23% | -6.0% |
| Q2 2014 | $343,000 | +19.1% | 6,680 | +12.8% | 0.25% | +12.2% |
| Q1 2014 | $288,000 | +6.7% | 5,922 | +4.1% | 0.22% | +2.3% |
| Q4 2013 | $270,000 | +6.7% | 5,690 | +5.1% | 0.22% | -1.8% |
| Q3 2013 | $253,000 | +14.5% | 5,415 | +6.8% | 0.22% | +5.7% |
| Q2 2013 | $221,000 | – | 5,070 | – | 0.21% | – |
Download | ||||||
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% |