Wambolt & Associates, 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
Wambolt & Associates, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2020$234,000
+5.9%
6,404
-2.3%
0.14%
-15.2%
Q3 2020$221,000
-9.8%
6,554
-11.5%
0.16%
-14.5%
Q2 2020$245,000
+5.6%
7,406
-2.4%
0.19%
-19.6%
Q1 2020$232,000
-23.9%
7,5860.0%0.24%
+3.4%
Q4 2019$305,000
+5.2%
7,586
+2.0%
0.23%
-2.9%
Q3 2019$290,000
+4.7%
7,436
+5.8%
0.24%
+1.7%
Q2 2019$277,000
+10.4%
7,026
+7.0%
0.24%
+3.1%
Q1 2019$251,000
-2.3%
6,564
-10.6%
0.23%
-19.7%
Q4 2018$257,0007,3420.28%
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