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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $886,000 | +14.3% | 25,813 | +29.2% | 0.24% | +34.4% |
| Q1 2022 | $775,000 | +9.6% | 19,976 | +9.8% | 0.18% | +10.4% |
| Q4 2021 | $707,000 | -0.1% | 18,194 | -2.5% | 0.16% | -6.9% |
| Q3 2021 | $708,000 | -0.7% | 18,658 | +3.1% | 0.18% | -1.1% |
| Q2 2021 | $713,000 | +14.1% | 18,094 | +10.4% | 0.18% | +17.2% |
| Q1 2021 | $625,000 | +66.7% | 16,386 | +59.6% | 0.15% | +54.1% |
| Q4 2020 | $375,000 | +19.8% | 10,264 | +10.8% | 0.10% | +5.4% |
| Q3 2020 | $313,000 | – | 9,265 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 391,376 | $20,078,000 | 7.40% |
| FOUNDERS BANK & TRUST | 227,111 | $11,651,000 | 6.46% |
| PRING TURNER CAPITAL GROUP INC | 98,325 | $5,044,000 | 4.36% |
| Sterneck Capital Management, LLC | 72,642 | $3,727,000 | 2.18% |
| BRINKER CAPITAL INC | 351,134 | $18,013,000 | 1.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | $1,884,000 | 0.95% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 25,428 | $1,304,000 | 0.93% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 60,729 | $3,036,000 | 0.86% |
| Harbour Capital Advisors, LLC | 19,350 | $993,000 | 0.78% |
| ProVise Management Group, LLC | 62,399 | $3,201,000 | 0.70% |