SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 146 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,878 | -6.2% | 12,154 | -1.9% | 0.03% | -5.7% |
| Q2 2023 | $426,105 | +8.8% | 12,390 | +8.5% | 0.04% | -5.4% |
| Q1 2023 | $391,565 | +43.9% | 11,423 | +35.7% | 0.04% | +32.1% |
| Q4 2022 | $272,147 | -92.2% | 8,420 | -90.5% | 0.03% | -92.6% |
| Q3 2021 | $3,508,000 | 0.0% | 89,044 | 0.0% | 0.38% | +0.3% |
| Q2 2021 | $3,508,000 | +18.8% | 89,044 | +15.0% | 0.38% | +12.2% |
| Q1 2021 | $2,953,000 | +42.3% | 77,424 | +36.4% | 0.34% | +30.4% |
| Q4 2020 | $2,075,000 | +25837.5% | 56,759 | +22071.5% | 0.26% | +25600.0% |
| Q3 2020 | $8,000 | +166.7% | 256 | +166.7% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 96 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $3,000 | +50.0% | 96 | +108.7% | 0.00% | – |
| Q4 2019 | $2,000 | – | 46 | – | 0.00% | – |
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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% |