SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 139 filers reported holding SPDR INDEX SHS FDS in Q1 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 194,132 | $6,808,000 | 6.34% |
| Longer Investments Inc. | 90,980 | $3,191,000 | 2.64% |
| CETERA INVESTMENT MANAGEMENT LLC | 112,070 | $3,943,000 | 2.04% |
| First Allied Advisory Services, Inc. | 475,946 | $16,707,000 | 0.93% |
| LGL PARTNERS, LLC | 49,811 | $1,747,000 | 0.90% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27,293 | $957,000 | 0.50% |
| Simplicity Solutions, LLC | 20,442 | $717,000 | 0.44% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 23,937 | $839,000 | 0.41% |
| Harbour Capital Advisors, LLC | 19,150 | $672,000 | 0.38% |
| Charles Schwab Investment Advisory, Inc. | 839,525 | $29,442,000 | 0.31% |