SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 135 filers reported holding SPDR INDEX SHS FDS in Q2 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silver Lake Advisory, LLC | 121,864 | $4,648,000 | 2.37% |
| Towerpoint Wealth, LLC | 111,976 | $4,271,000 | 2.05% |
| Beta Wealth Group, Inc. | 73,529 | $2,804,000 | 2.04% |
| Mount Lucas Management LP | 113,706 | $4,337,000 | 1.28% |
| Harborview Advisors, LLC | 49,403 | $1,884,000 | 1.14% |
| American Institute for Advanced Investment Management, LLP | 30,058 | $1,146,000 | 0.88% |
| Allen Capital Group, LLC | 90,635 | $3,457,000 | 0.76% |
| Mount Yale Investment Advisors, LLC | 87,235 | $3,327,000 | 0.43% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 75,876 | $2,893,000 | 0.43% |
| Coastline Trust Co | 71,035 | $2,709,000 | 0.35% |