SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 137 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,971 | -3.9% | 9,057 | +0.4% | 0.18% | -1.7% |
| Q2 2023 | $310,186 | -2.2% | 9,020 | -2.5% | 0.18% | -1.1% |
| Q1 2023 | $317,038 | -38.3% | 9,248 | -41.8% | 0.18% | -47.5% |
| Q4 2022 | $513,828 | +150.6% | 15,898 | +123.9% | 0.34% | +133.1% |
| Q3 2022 | $205,000 | -88.0% | 7,102 | -85.7% | 0.15% | -87.1% |
| Q2 2022 | $1,708,000 | -50.0% | 49,778 | -43.5% | 1.14% | -49.9% |
| Q1 2022 | $3,414,000 | -0.5% | 88,039 | -2.6% | 2.28% | -7.7% |
| Q4 2021 | $3,431,000 | 0.0% | 90,348 | 0.0% | 2.48% | 0.0% |
| Q3 2021 | $3,431,000 | +3.8% | 90,348 | +7.7% | 2.48% | +7.5% |
| Q2 2021 | $3,305,000 | +17.9% | 83,895 | +14.1% | 2.30% | +12.9% |
| Q1 2021 | $2,804,000 | +17.3% | 73,529 | +12.5% | 2.04% | -0.6% |
| Q4 2020 | $2,390,000 | – | 65,365 | – | 2.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beta Wealth Group, Inc. | 90,348 | $3,431,000 | 2.48% |
| American Institute for Advanced Investment Management, LLP | 43,687 | $1,699,000 | 1.14% |
| SUTTON PLACE INVESTORS LLC | 25,000 | $972,000 | 1.12% |
| Towerpoint Wealth, LLC | 55,998 | $2,177,000 | 1.03% |
| Mount Lucas Management LP | 60,848 | $2,366,000 | 0.68% |
| Allen Capital Group, LLC | 87,872 | $3,416,000 | 0.42% |
| Coastline Trust Co | 85,990 | $3,343,000 | 0.38% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 74,326 | $2,889,000 | 0.32% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9,686 | $377,000 | 0.31% |
| Evergreen Wealth Solutions, LLC | 8,734 | $340,000 | 0.31% |