Integrated Wealth Concepts LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$297,255
-12.5%
9,035
-8.5%
0.01%
-16.7%
Q2 2023$339,577
+95825.7%
9,874
-4.3%
0.01%
-14.3%
Q1 2023$354
+6.3%
10,316
+0.1%
0.01%
-22.2%
Q4 2022$33310,3060.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Avidian Wealth Solutions, LLC 391,376$20,078,0007.40%
FOUNDERS BANK & TRUST 227,111$11,651,0006.46%
PRING TURNER CAPITAL GROUP INC 98,325$5,044,0004.36%
Sterneck Capital Management, LLC 72,642$3,727,0002.18%
BRINKER CAPITAL INC 351,134$18,013,0001.24%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 36,728$1,884,0000.95%
KAYS FINANCIAL ADVISORY CORP /ADV 25,428$1,304,0000.93%
MONETA GROUP INVESTMENT ADVISORS LLC 60,729$3,036,0000.86%
Harbour Capital Advisors, LLC 19,350$993,0000.78%
ProVise Management Group, LLC 62,399$3,201,0000.70%
View complete list of SPDR INDEX SHS FDS shareholders