Epstein & White Financial LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 137 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Epstein & White Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2021$300,0000.0%7,634
-3.0%
0.08%
-9.2%
Q1 2021$300,000
+5.6%
7,867
+1.2%
0.09%0.0%
Q4 2020$284,000
+2.5%
7,776
-4.4%
0.09%
-12.1%
Q3 2020$277,000
-1.4%
8,135
-3.1%
0.10%
-7.5%
Q2 2020$281,000
+20.1%
8,395
+9.8%
0.11%
+9.2%
Q1 2020$234,0007,6450.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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