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 134 filers reported holding SPDR INDEX SHS FDS in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 88,918$2,925,3952.32%
Concord Wealth Partners 128,822$4,238,2390.90%
Allen Capital Group, LLC 153,646$4,971,9850.88%
Mount Lucas Management LP 72,085$2,371,5970.84%
Beverly Hills Private Wealth, LLC 34,524$1,135,8480.34%
WealthShield Partners, LLC 66,214$2,178,4410.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 225,856$7,430,6750.29%
Key FInancial Inc 25,520$839,6080.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,528$7740.26%
West Wealth Group, LLC 17,439$573,7560.25%
View complete list of SPDR INDEX SHS FDS shareholders