Towerpoint Wealth, 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
Towerpoint Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$309,000
-49.4%
10,723
-39.8%
0.19%
-49.0%
Q2 2022$611,000
-60.2%
17,816
-55.0%
0.36%
-52.1%
Q1 2022$1,535,000
-29.5%
39,568
-29.3%
0.76%
-26.0%
Q4 2021$2,177,000
-34.2%
55,998
-35.7%
1.03%
-37.5%
Q3 2021$3,308,000
-24.7%
87,124
-21.9%
1.65%
-24.6%
Q2 2021$4,396,000
+2.9%
111,583
-0.4%
2.18%
+6.6%
Q1 2021$4,271,000
+10.4%
111,976
+5.9%
2.05%
+5.8%
Q4 2020$3,868,000
+3.2%
105,786
-4.8%
1.94%
-7.1%
Q3 2020$3,749,000
+5.5%
111,150
+3.6%
2.08%
-5.9%
Q2 2020$3,555,000
+23.6%
107,300
+14.2%
2.21%
-2.9%
Q1 2020$2,877,000
-22.0%
93,923
+2.3%
2.28%
-6.6%
Q4 2019$3,689,000
+4.7%
91,773
+1.4%
2.44%
+1.8%
Q3 2019$3,524,000
+3.1%
90,468
+1.6%
2.39%
-0.1%
Q2 2019$3,419,000
+7.7%
89,023
+6.7%
2.40%
+8.2%
Q1 2019$3,174,000
+27.7%
83,467
+17.4%
2.22%
+11.2%
Q4 2018$2,486,000
-7.7%
71,107
+0.0%
1.99%
-10.9%
Q3 2018$2,694,000
+26.1%
71,074
+27.4%
2.24%
+11.3%
Q2 2018$2,137,000
+42.3%
55,784
+48.8%
2.01%
+20.7%
Q1 2018$1,502,000
+72.8%
37,489
+77.7%
1.66%
+44.9%
Q4 2017$869,00021,0911.15%
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