Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,816
-4.3%
1160.0%0.00%
Q2 2023$3,989
+0.3%
1160.0%0.00%
Q1 2023$3,976
-89.5%
116
-90.1%
0.00%
-100.0%
Q4 2022$37,944
+1164.8%
1,174
+912.1%
0.00%
Q3 2022$3,000
-25.0%
1160.0%0.00%
Q2 2022$4,000
-71.4%
116
-68.7%
0.00%
Q1 2022$14,000
-61.1%
371
-59.7%
0.00%
-100.0%
Q4 2021$36,000
+2.9%
9200.0%0.00%0.0%
Q3 2021$35,000
+25.0%
920
+28.5%
0.00%
Q2 2021$28,000
-99.9%
716
-50.0%
0.00%
Q1 2021$54,616,000
+341250.0%
1,432
+217.5%
0.00%
Q4 2020$16,000
+6.7%
4510.0%0.00%
Q3 2020$15,000
-62.5%
451
-63.0%
0.00%
-100.0%
Q2 2020$40,000
+17.6%
1,219
+9.0%
0.00%0.0%
Q1 2020$34,000
+6.2%
1,118
+38.4%
0.00%0.0%
Q4 2019$32,000
-46.7%
808
-47.8%
0.00%
-50.0%
Q3 2019$60,000
-11.8%
1,547
-11.4%
0.00%0.0%
Q2 2019$68,000
+3.0%
1,7470.0%0.00%
-33.3%
Q3 2018$66,000
+135.7%
1,747
+142.0%
0.00%
+50.0%
Q2 2018$28,000
-15.2%
722
-12.9%
0.00%0.0%
Q1 2018$33,000
-25.0%
829
-23.2%
0.00%
-33.3%
Q4 2017$44,000
-55.6%
1,079
-56.3%
0.00%
-70.0%
Q3 2017$99,000
+3.1%
2,4700.0%0.01%
-9.1%
Q2 2017$96,000
+100.0%
2,470
+92.5%
0.01%
+57.1%
Q1 2017$48,000
+4.3%
1,2830.0%0.01%
-66.7%
Q4 2016$46,0001,2830.02%
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