SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 124 filers reported holding SPDR INDEX SHS FDS in Q4 2013. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $10,000 | +11.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | -20.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | -9.1% | 250 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $11,000 | -8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $12,000 | -7.7% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | +8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $12,000 | – | 250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 476,342 | $19,968,000 | 8.56% |
| PRING TURNER CAPITAL GROUP INC | 86,790 | $3,638,000 | 4.04% |
| Madrona Financial Services, LLC | 48,273 | $2,024,000 | 2.03% |
| Morningstar Investment Services LLC | 1,008,660 | $42,283,000 | 1.84% |
| Retirement Planning Group, LLC | 92,264 | $3,868,000 | 1.54% |
| Sterneck Capital Management, LLC | 60,601 | $2,540,000 | 1.37% |
| Smart Portfolios, LLC | 27,440 | $1,216,000 | 1.35% |
| PVG Asset Management | 92,241 | $3,866,770,000 | 1.16% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40,575 | $1,701,000 | 0.82% |
| Coastline Trust Co | 85,064 | $3,566,000 | 0.73% |