FAS Wealth Partners, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$22,511
-3.2%
684
+1.0%
0.00%
-33.3%
Q2 2023$23,267
+2.1%
677
+1.8%
0.00%
+50.0%
Q1 2023$22,784
+6.6%
665
+0.5%
0.00%0.0%
Q4 2022$21,381
+12.5%
662
+0.8%
0.00%0.0%
Q3 2022$19,000
-13.6%
657
+1.9%
0.00%0.0%
Q2 2022$22,000
-12.0%
645
+1.7%
0.00%0.0%
Q1 2022$25,0000.0%634
+0.3%
0.00%0.0%
Q4 2021$25,000
+4.2%
632
+1.1%
0.00%0.0%
Q3 2021$24,0000.0%625
+1.1%
0.00%0.0%
Q2 2021$24,000
+4.3%
618
+1.3%
0.00%0.0%
Q1 2021$23,000
+4.5%
610
+0.3%
0.00%
-33.3%
Q4 2020$22,000
-98.3%
608
-98.4%
0.00%
-98.3%
Q3 2020$1,309,000
+3.1%
38,797
+1.2%
0.18%
-4.3%
Q2 2020$1,270,000
-0.2%
38,328
-7.7%
0.19%
-15.8%
Q1 2020$1,272,000
-22.8%
41,516
+1.3%
0.22%
-19.9%
Q4 2019$1,647,000
+4.6%
40,963
+1.4%
0.28%
-2.8%
Q3 2019$1,574,000
-0.1%
40,404
+0.9%
0.28%
-2.7%
Q2 2019$1,576,000
+4.9%
40,041
+1.3%
0.29%0.0%
Q1 2019$1,503,000
+10.8%
39,525
+1.9%
0.29%
-5.5%
Q4 2018$1,356,000
-24.2%
38,785
-17.8%
0.31%
-23.8%
Q3 2018$1,789,000
+5.7%
47,181
+6.8%
0.41%
-10.5%
Q2 2018$1,692,000
+22.3%
44,158
+27.8%
0.46%
+14.0%
Q1 2018$1,384,000
+0.7%
34,544
+3.5%
0.40%
+10.5%
Q4 2017$1,375,000
+2.9%
33,360
+0.9%
0.36%
-3.2%
Q3 2017$1,336,000
+4.1%
33,077
+0.8%
0.37%
-2.4%
Q2 2017$1,283,000
+22.8%
32,801
+19.5%
0.38%
+18.3%
Q1 2017$1,045,000
+6.2%
27,440
+0.5%
0.32%
+10.6%
Q4 2016$984,000
+326.0%
27,300
+334.5%
0.29%
+284.2%
Q3 2016$231,0006,2830.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 90,348$3,431,0002.48%
American Institute for Advanced Investment Management, LLP 43,687$1,699,0001.14%
SUTTON PLACE INVESTORS LLC 25,000$972,0001.12%
Towerpoint Wealth, LLC 55,998$2,177,0001.03%
Mount Lucas Management LP 60,848$2,366,0000.68%
Allen Capital Group, LLC 87,872$3,416,0000.42%
Coastline Trust Co 85,990$3,343,0000.38%
BRANDYWINE OAK PRIVATE WEALTH LLC 74,326$2,889,0000.32%
MORRIS FINANCIAL CONCEPTS, INC. 9,686$377,0000.31%
Evergreen Wealth Solutions, LLC 8,734$340,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders