SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 137 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $429,373 | +3.4% | 12,078 | 0.0% | 0.10% | -2.0% |
| Q2 2023 | $415,362 | +0.3% | 12,078 | 0.0% | 0.10% | -2.0% |
| Q1 2023 | $414,034 | -6.1% | 12,078 | -21.2% | 0.10% | -8.2% |
| Q3 2022 | $441,000 | -16.2% | 15,328 | 0.0% | 0.11% | -9.8% |
| Q2 2022 | $526,000 | -11.4% | 15,328 | 0.0% | 0.12% | +10.9% |
| Q1 2022 | $594,000 | -0.3% | 15,328 | 0.0% | 0.11% | +4.8% |
| Q4 2021 | $596,000 | +4.6% | 15,328 | +2.1% | 0.10% | -1.9% |
| Q3 2021 | $570,000 | -5.5% | 15,018 | -1.8% | 0.11% | -5.3% |
| Q2 2021 | $603,000 | +3.4% | 15,294 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $583,000 | +44.3% | 15,294 | +38.2% | 0.12% | +38.1% |
| Q4 2020 | $404,000 | -6.3% | 11,064 | -13.5% | 0.08% | -18.4% |
| Q3 2020 | $431,000 | +5.1% | 12,784 | +3.2% | 0.10% | -2.8% |
| Q2 2020 | $410,000 | -11.3% | 12,384 | +7.6% | 0.11% | -3.6% |
| Q4 2019 | $462,000 | – | 11,504 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 88,918 | $2,925,395 | 2.32% |
| Concord Wealth Partners | 128,822 | $4,238,239 | 0.90% |
| Allen Capital Group, LLC | 153,646 | $4,971,985 | 0.88% |
| Mount Lucas Management LP | 72,085 | $2,371,597 | 0.84% |
| Beverly Hills Private Wealth, LLC | 34,524 | $1,135,848 | 0.34% |
| WealthShield Partners, LLC | 66,214 | $2,178,441 | 0.33% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 225,856 | $7,430,675 | 0.29% |
| Key FInancial Inc | 25,520 | $839,608 | 0.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 23,528 | $774 | 0.26% |
| West Wealth Group, LLC | 17,439 | $573,756 | 0.25% |