Allen Capital Group, LLC - SPDR INDEX SHS FDS ownership

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
Allen Capital Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,971,985
-6.7%
153,646
-0.8%
0.88%
-3.3%
Q2 2023$5,327,080
+77.0%
154,902
+76.5%
0.91%
+66.8%
Q1 2023$3,009,133
+16.1%
87,781
-2.5%
0.55%
-8.2%
Q3 2022$2,592,000
-14.7%
89,997
+1.6%
0.60%
-3.4%
Q2 2022$3,039,000
-10.8%
88,585
+0.9%
0.62%
-4.2%
Q1 2022$3,406,000
-0.3%
87,823
-0.1%
0.64%
+51.7%
Q4 2021$3,416,000
+2.4%
87,872
+0.0%
0.42%
-36.7%
Q3 2021$3,336,000
-4.8%
87,869
-1.2%
0.67%
-4.6%
Q2 2021$3,503,000
+1.3%
88,920
-1.9%
0.70%
-7.5%
Q1 2021$3,457,000
+2.2%
90,635
-2.1%
0.76%
-7.0%
Q4 2020$3,383,000
+7.1%
92,543
+0.3%
0.82%
+2.9%
Q3 2020$3,160,000
+9.9%
92,222
+6.3%
0.79%
+4.1%
Q2 2020$2,875,000
+9.0%
86,779
+0.8%
0.76%
-6.2%
Q1 2020$2,638,000
-24.0%
86,113
-0.2%
0.81%
-11.4%
Q4 2019$3,469,000
+3.2%
86,305
-0.4%
0.92%
-11.8%
Q3 2019$3,360,000
-3.2%
86,683
-1.7%
1.04%
-7.3%
Q2 2019$3,471,000
+4.5%
88,189
+1.0%
1.12%
+2.2%
Q1 2019$3,320,000
+5.0%
87,298
+1.7%
1.10%
-1.8%
Q4 2018$3,161,000
-4.5%
85,827
-1.7%
1.12%
+1.6%
Q3 2018$3,309,000
+2.6%
87,275
+3.6%
1.10%
-7.7%
Q2 2018$3,226,000
-4.8%
84,215
-0.4%
1.19%
-9.4%
Q1 2018$3,389,000
-4.0%
84,574
-1.3%
1.31%
-13.9%
Q4 2017$3,532,00085,7181.53%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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