SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 146 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,474 | -5.9% | 32,446 | -1.6% | 0.12% | -1.6% |
| Q2 2023 | $1,133,901 | -4.8% | 32,972 | -5.1% | 0.13% | -8.6% |
| Q1 2023 | $1,190,613 | -7.0% | 34,732 | -12.3% | 0.14% | -12.6% |
| Q4 2022 | $1,280,292 | -35.4% | 39,613 | -42.5% | 0.16% | -40.9% |
| Q3 2022 | $1,983,000 | -18.0% | 68,883 | -2.3% | 0.27% | -13.2% |
| Q2 2022 | $2,419,000 | -11.4% | 70,509 | +0.1% | 0.31% | -0.6% |
| Q1 2022 | $2,731,000 | -5.5% | 70,432 | -5.2% | 0.31% | -1.3% |
| Q4 2021 | $2,889,000 | +1.5% | 74,326 | -0.8% | 0.32% | -4.2% |
| Q3 2021 | $2,845,000 | -5.1% | 74,938 | -1.5% | 0.33% | -5.7% |
| Q2 2021 | $2,997,000 | +3.6% | 76,085 | +0.3% | 0.35% | -17.8% |
| Q1 2021 | $2,893,000 | +4.3% | 75,876 | +0.0% | 0.43% | +0.7% |
| Q4 2020 | $2,773,000 | +8.4% | 75,849 | 0.0% | 0.42% | -1.2% |
| Q3 2020 | $2,558,000 | +2.6% | 75,849 | +0.8% | 0.43% | -3.4% |
| Q2 2020 | $2,493,000 | +32.4% | 75,265 | +10.2% | 0.44% | +13.9% |
| Q1 2020 | $1,883,000 | +83.7% | 68,286 | +167.6% | 0.39% | +109.1% |
| Q4 2019 | $1,025,000 | +70.0% | 25,518 | +64.7% | 0.19% | +63.2% |
| Q3 2019 | $603,000 | -2.4% | 15,494 | -1.4% | 0.11% | -8.1% |
| Q2 2019 | $618,000 | +11.2% | 15,715 | +7.4% | 0.12% | +6.9% |
| Q1 2019 | $556,000 | +1083.0% | 14,639 | +986.0% | 0.12% | +954.5% |
| Q4 2018 | $47,000 | – | 1,348 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beta Wealth Group, Inc. | 90,348 | $3,431,000 | 2.48% |
| American Institute for Advanced Investment Management, LLP | 43,687 | $1,699,000 | 1.14% |
| SUTTON PLACE INVESTORS LLC | 25,000 | $972,000 | 1.12% |
| Towerpoint Wealth, LLC | 55,998 | $2,177,000 | 1.03% |
| Mount Lucas Management LP | 60,848 | $2,366,000 | 0.68% |
| Allen Capital Group, LLC | 87,872 | $3,416,000 | 0.42% |
| Coastline Trust Co | 85,990 | $3,343,000 | 0.38% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 74,326 | $2,889,000 | 0.32% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9,686 | $377,000 | 0.31% |
| Evergreen Wealth Solutions, LLC | 8,734 | $340,000 | 0.31% |