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 2015. The put-call ratio across all filers is 1.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $253,000 | -13.4% | 7,019 | -11.5% | 0.11% | -22.5% |
| Q3 2016 | $292,000 | -7.0% | 7,931 | -11.0% | 0.14% | -16.5% |
| Q2 2016 | $314,000 | -0.3% | 8,908 | -0.7% | 0.17% | -8.1% |
| Q1 2016 | $315,000 | +4.3% | 8,972 | -0.9% | 0.18% | -9.3% |
| Q4 2015 | $302,000 | -9.9% | 9,055 | -8.1% | 0.20% | -19.0% |
| Q3 2015 | $335,000 | -18.1% | 9,854 | 0.0% | 0.25% | -15.7% |
| Q2 2015 | $409,000 | -9.7% | 9,854 | 0.0% | 0.30% | -17.4% |
| Q1 2015 | $453,000 | +4.1% | 9,854 | 0.0% | 0.36% | -0.3% |
| Q4 2014 | $435,000 | – | 9,854 | – | 0.36% | – |
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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% |