Beta Wealth Group, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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$3,431,0000.0%90,3480.0%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$2,390,00065,3652.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Swaine & Leidel Wealth Services, LLC 91,828$3,492,0004.42%
Columbus Macro, LLC 346,170$13,165,0002.88%
Merriman Wealth Management, LLC 343,153$13,050,0002.47%
Towerpoint Wealth, LLC 83,467$3,174,0002.22%
Silver Lake Advisory, LLC 80,822$3,074,0002.07%
Harborview Advisors, LLC 37,632$1,431,0001.24%
Allen Capital Group, LLC 87,298$3,320,0001.10%
Mount Yale Investment Advisors, LLC 127,483$4,848,0000.91%
DFPG INVESTMENTS, LLC 18,872$725,0000.78%
180 WEALTH ADVISORS, LLC 44,582$1,706,0000.77%
View complete list of SPDR INDEX SHS FDS shareholders