BRANDYWINE OAK PRIVATE WEALTH LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 139 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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%
75,8490.0%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$47,0001,3480.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 90,468$3,524,0002.39%
Silver Lake Advisory, LLC 86,679$3,376,0002.18%
Merriman Wealth Management, LLC 162,683$6,337,0001.28%
Harborview Advisors, LLC 37,866$1,475,0001.19%
Allen Capital Group, LLC 86,683$3,360,0001.04%
Mount Lucas Management LP 129,680$5,051,0000.90%
Mount Yale Investment Advisors, LLC 124,489$4,981,0000.89%
INVESTMENT PARTNERS, LTD. 25,511$994,0000.72%
MERCER GLOBAL ADVISORS INC /ADV 620,823$24,181,0000.57%
180 WEALTH ADVISORS, LLC 31,695$1,246,0000.55%
View complete list of SPDR INDEX SHS FDS shareholders