Traverso Chambers Private Wealth Management, LLC - SPDR INDEX SHS FDS ownership

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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$203,039
+0.3%
5,9040.0%0.05%
-3.6%
Q1 2023$202,389
-0.3%
5,9040.0%0.06%
-19.1%
Q2 2022$203,000
-11.4%
5,9040.0%0.07%0.0%
Q1 2022$229,000
-0.4%
5,9040.0%0.07%0.0%
Q4 2021$230,000
+2.7%
5,9040.0%0.07%
-2.9%
Q3 2021$224,000
-3.9%
5,9040.0%0.07%
-4.1%
Q2 2021$233,000
+3.6%
5,9040.0%0.07%
-3.9%
Q1 2021$225,000
+4.2%
5,9040.0%0.08%
-2.6%
Q4 2020$216,0005,9040.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 476,342$19,968,0008.56%
PRING TURNER CAPITAL GROUP INC 86,790$3,638,0004.04%
Madrona Financial Services, LLC 48,273$2,024,0002.03%
Morningstar Investment Services LLC 1,008,660$42,283,0001.84%
Retirement Planning Group, LLC 92,264$3,868,0001.54%
Sterneck Capital Management, LLC 60,601$2,540,0001.37%
Smart Portfolios, LLC 27,440$1,216,0001.35%
PVG Asset Management 92,241$3,866,770,0001.16%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,575$1,701,0000.82%
Coastline Trust Co 85,064$3,566,0000.73%
View complete list of SPDR INDEX SHS FDS shareholders