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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,006 | -28.7% | 7,295 | -25.5% | 0.01% | -37.5% |
| Q2 2023 | $336,712 | +64.6% | 9,791 | +64.0% | 0.01% | +60.0% |
| Q1 2023 | $204,617 | -43.8% | 5,969 | -47.0% | 0.01% | -44.4% |
| Q4 2022 | $364,085 | +25.1% | 11,265 | +11.5% | 0.01% | +12.5% |
| Q3 2022 | $291,000 | +104.9% | 10,102 | +170.1% | 0.01% | +33.3% |
| Q3 2018 | $142,000 | -10.7% | 3,740 | -5.8% | 0.01% | -14.3% |
| Q1 2018 | $159,000 | -41.3% | 3,972 | -39.6% | 0.01% | -41.7% |
| Q4 2017 | $271,000 | +2.7% | 6,575 | +0.6% | 0.01% | 0.0% |
| Q3 2017 | $264,000 | +28.2% | 6,539 | +7.8% | 0.01% | -53.8% |
| Q3 2015 | $206,000 | -4.2% | 6,066 | +18.8% | 0.03% | -7.1% |
| Q2 2015 | $215,000 | -26.6% | 5,107 | -26.5% | 0.03% | -20.0% |
| Q1 2015 | $293,000 | +45.8% | 6,948 | +61.7% | 0.04% | -25.5% |
| Q3 2014 | $201,000 | – | 4,296 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beta Wealth Group, Inc. | 90,348 | $3,431,000 | 2.48% |
| American Institute for Advanced Investment Management, LLP | 43,687 | $1,699,000 | 1.14% |
| SUTTON PLACE INVESTORS LLC | 25,000 | $972,000 | 1.12% |
| Towerpoint Wealth, LLC | 55,998 | $2,177,000 | 1.03% |
| Mount Lucas Management LP | 60,848 | $2,366,000 | 0.68% |
| Allen Capital Group, LLC | 87,872 | $3,416,000 | 0.42% |
| Coastline Trust Co | 85,990 | $3,343,000 | 0.38% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 74,326 | $2,889,000 | 0.32% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9,686 | $377,000 | 0.31% |
| Evergreen Wealth Solutions, LLC | 8,734 | $340,000 | 0.31% |