SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 124 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,129 | -79.8% | 178 | -79.4% | 0.00% | – |
| Q1 2024 | $30,369 | -2.4% | 864 | -1.3% | 0.00% | – |
| Q4 2023 | $31,106 | +8.1% | 875 | 0.0% | 0.00% | – |
| Q3 2023 | $28,787 | +49.0% | 875 | +12.2% | 0.00% | – |
| Q2 2023 | $19,321 | +26.4% | 780 | +74.9% | 0.00% | – |
| Q1 2023 | $15,289 | +1.3% | 446 | -4.5% | 0.00% | – |
| Q4 2022 | $15,093 | -42.0% | 467 | -48.3% | 0.00% | – |
| Q3 2022 | $26,000 | +160.0% | 904 | +195.4% | 0.00% | – |
| Q2 2022 | $10,000 | -73.0% | 306 | -67.9% | 0.00% | – |
| Q1 2022 | $37,000 | -31.5% | 952 | -31.0% | 0.00% | – |
| Q4 2021 | $54,000 | +38.5% | 1,380 | +33.5% | 0.00% | – |
| Q3 2021 | $39,000 | +333.3% | 1,034 | +343.8% | 0.00% | – |
| Q4 2020 | $9,000 | – | 233 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,080,557 | $36,696,000 | 10.21% |
| Retirement Planning Group, LLC | 85,486 | $2,903,000 | 1.27% |
| Sterneck Capital Management, LLC | 50,195 | $1,705,000 | 1.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,419 | $1,407,000 | 0.76% |
| Coastline Trust Co | 84,404 | $2,867,000 | 0.65% |
| Harbour Capital Advisors, LLC | 20,100 | $683,000 | 0.48% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 24,658 | $837,000 | 0.48% |
| ProVise Management Group, LLC | 51,623 | $1,753,000 | 0.41% |
| TWO SIGMA SECURITIES, LLC | 7,031 | $239,000 | 0.38% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 43,753 | $1,486,000 | 0.31% |