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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | -33.3% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | -99.5% | 71 | -99.5% | 0.00% | -99.6% |
| Q4 2014 | $652,000 | -20.6% | 15,508 | -12.6% | 0.51% | -19.6% |
| Q3 2014 | $821,000 | -7.4% | 17,738 | +2.6% | 0.63% | -7.5% |
| Q2 2014 | $887,000 | -0.3% | 17,282 | -5.6% | 0.68% | -4.8% |
| Q1 2014 | $890,000 | -39.4% | 18,314 | -40.9% | 0.71% | -34.3% |
| Q4 2013 | $1,469,000 | – | 30,964 | – | 1.09% | – |
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% |