SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 143 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,173 | +1.8% | 1,525 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $49,288 | 0.0% | 1,525 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $49,288 | 0.0% | 1,525 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $49,288 | +12.0% | 1,525 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $44,000 | -15.4% | 1,525 | 0.0% | 0.01% | -15.4% |
| Q2 2022 | $52,000 | -11.9% | 1,525 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $59,000 | 0.0% | 1,525 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $59,000 | +1.7% | 1,525 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $58,000 | -3.3% | 1,525 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $60,000 | -1.6% | 1,525 | -4.7% | 0.02% | -11.1% |
| Q1 2021 | $61,000 | -6.2% | 1,600 | -10.0% | 0.02% | -14.3% |
| Q4 2020 | $65,000 | -61.8% | 1,777 | -64.7% | 0.02% | -36.4% |
| Q3 2020 | $170,000 | +1.8% | 5,029 | 0.0% | 0.03% | -47.6% |
| Q2 2020 | $167,000 | -7.7% | 5,029 | -15.0% | 0.06% | -28.4% |
| Q1 2020 | $181,000 | -24.6% | 5,919 | -0.9% | 0.09% | -9.3% |
| Q4 2019 | $240,000 | +3.0% | 5,974 | 0.0% | 0.10% | +21.2% |
| Q3 2019 | $233,000 | -0.9% | 5,974 | 0.0% | 0.08% | -14.9% |
| Q2 2019 | $235,000 | +3.5% | 5,974 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $227,000 | +8.6% | 5,974 | 0.0% | 0.10% | -7.8% |
| Q4 2018 | $209,000 | – | 5,974 | – | 0.10% | – |
Download | ||||||
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% |