IFP Advisors, Inc - SPDR INDEX SHS FDS ownership

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 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$40,165
-51.9%
1,221
-46.1%
0.00%0.0%
Q2 2023$83,459
+165.9%
2,264
+183.7%
0.00%
+100.0%
Q1 2023$31,388
+27433.3%
798
-72.5%
0.00%
-66.7%
Q4 2022$114
-99.9%
2,905
+2.5%
0.00%0.0%
Q3 2022$112,0000.0%2,835
+0.2%
0.00%
-25.0%
Q2 2022$112,000
-21.1%
2,829
-21.1%
0.00%
+100.0%
Q1 2022$142,000
+389.7%
3,587
+373.2%
0.00%
+100.0%
Q4 2021$29,000
+3.6%
758
+1.1%
0.00%0.0%
Q3 2021$28,000
-3.4%
750
+1.1%
0.00%0.0%
Q2 2021$29,000
+3.6%
742
+1.4%
0.00%0.0%
Q1 2021$28,000
+7.7%
732
+1.1%
0.00%0.0%
Q4 2020$26,000
-36.6%
724
-41.8%
0.00%
-50.0%
Q3 2020$41,000
+24.2%
1,244
+27.7%
0.00%
-33.3%
Q2 2020$33,000
+10.0%
9740.0%0.00%0.0%
Q1 2020$30,000
-18.9%
974
+7.7%
0.00%0.0%
Q4 2019$37,000
-73.0%
904
-74.5%
0.00%
-66.7%
Q3 2019$137,000
-11.6%
3,543
-13.3%
0.01%
-57.1%
Q1 2019$155,000
+216.3%
4,087
+190.1%
0.02%
+600.0%
Q4 2018$49,000
-33.8%
1,409
-28.3%
0.00%0.0%
Q3 2018$74,000
-47.9%
1,964
-47.0%
0.00%
-50.0%
Q2 2018$142,000
-41.6%
3,705
-37.1%
0.01%
-45.5%
Q1 2018$243,0000.0%5,8880.0%0.01%0.0%
Q4 2017$243,000
-8.0%
5,888
-10.0%
0.01%
+10.0%
Q3 2017$264,000
+9.5%
6,542
+6.2%
0.01%0.0%
Q2 2017$241,0000.0%6,158
-2.7%
0.01%0.0%
Q1 2017$241,000
+8.1%
6,330
+2.6%
0.01%
-9.1%
Q4 2016$223,000
-0.9%
6,172
+1.0%
0.01%
-8.3%
Q3 2016$225,000
+2.7%
6,113
-1.6%
0.01%0.0%
Q2 2016$219,000
+41.3%
6,212
+52.0%
0.01%
-42.9%
Q1 2016$155,000
-8.3%
4,087
-19.3%
0.02%
+90.9%
Q4 2015$169,0005,0660.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 88,918$2,925,3952.32%
Concord Wealth Partners 128,822$4,238,2390.90%
Allen Capital Group, LLC 153,646$4,971,9850.88%
Mount Lucas Management LP 72,085$2,371,5970.84%
Beverly Hills Private Wealth, LLC 34,524$1,135,8480.34%
WealthShield Partners, LLC 66,214$2,178,4410.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 225,856$7,430,6750.29%
Key FInancial Inc 25,520$839,6080.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,528$7740.26%
West Wealth Group, LLC 17,439$573,7560.25%
View complete list of SPDR INDEX SHS FDS shareholders