SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 156 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $254,000 | -17.3% | 7,359 | -7.5% | 0.06% | -3.0% |
| Q1 2022 | $307,000 | -1.9% | 7,959 | -1.4% | 0.07% | -4.3% |
| Q4 2021 | $313,000 | -50.2% | 8,070 | -50.2% | 0.07% | -49.6% |
| Q3 2021 | $629,000 | -8.2% | 16,209 | -5.1% | 0.14% | -11.5% |
| Q2 2021 | $685,000 | -0.3% | 17,089 | -0.3% | 0.16% | -7.6% |
| Q1 2021 | $687,000 | +5.9% | 17,149 | -1.9% | 0.17% | -9.1% |
| Q4 2020 | $649,000 | +3.8% | 17,474 | -5.3% | 0.19% | -20.1% |
| Q3 2020 | $625,000 | -25.6% | 18,444 | -34.1% | 0.23% | -46.3% |
| Q1 2020 | $840,000 | -25.9% | 27,999 | -0.2% | 0.44% | -3.5% |
| Q4 2019 | $1,134,000 | -9.0% | 28,065 | -11.5% | 0.45% | -18.0% |
| Q3 2019 | $1,246,000 | -23.7% | 31,695 | -25.5% | 0.55% | -25.0% |
| Q2 2019 | $1,633,000 | -4.3% | 42,565 | -4.5% | 0.74% | -5.0% |
| Q1 2019 | $1,706,000 | -19.5% | 44,582 | -20.2% | 0.77% | -21.7% |
| Q4 2018 | $2,118,000 | -5.1% | 55,864 | -5.1% | 0.99% | -4.2% |
| Q3 2018 | $2,232,000 | -5.6% | 58,865 | -4.6% | 1.03% | -11.9% |
| Q2 2018 | $2,365,000 | -9.8% | 61,727 | -5.7% | 1.17% | -14.0% |
| Q1 2018 | $2,623,000 | -10.1% | 65,426 | -7.6% | 1.36% | -8.3% |
| Q4 2017 | $2,919,000 | – | 70,830 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 391,376 | $20,078,000 | 7.40% |
| FOUNDERS BANK & TRUST | 227,111 | $11,651,000 | 6.46% |
| PRING TURNER CAPITAL GROUP INC | 98,325 | $5,044,000 | 4.36% |
| Sterneck Capital Management, LLC | 72,642 | $3,727,000 | 2.18% |
| BRINKER CAPITAL INC | 351,134 | $18,013,000 | 1.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | $1,884,000 | 0.95% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 25,428 | $1,304,000 | 0.93% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 60,729 | $3,036,000 | 0.86% |
| Harbour Capital Advisors, LLC | 19,350 | $993,000 | 0.78% |
| ProVise Management Group, LLC | 62,399 | $3,201,000 | 0.70% |