SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q1 2023. 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 ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 90,468 | $3,524,000 | 2.39% |
| Silver Lake Advisory, LLC | 86,679 | $3,376,000 | 2.18% |
| Merriman Wealth Management, LLC | 162,683 | $6,337,000 | 1.28% |
| Harborview Advisors, LLC | 37,866 | $1,475,000 | 1.19% |
| Allen Capital Group, LLC | 86,683 | $3,360,000 | 1.04% |
| Mount Lucas Management LP | 129,680 | $5,051,000 | 0.90% |
| Mount Yale Investment Advisors, LLC | 124,489 | $4,981,000 | 0.89% |
| INVESTMENT PARTNERS, LTD. | 25,511 | $994,000 | 0.72% |
| MERCER GLOBAL ADVISORS INC /ADV | 620,823 | $24,181,000 | 0.57% |
| 180 WEALTH ADVISORS, LLC | 31,695 | $1,246,000 | 0.55% |