Benchmark Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 147 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Benchmark Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$204,342
-4.3%
6,2110.0%0.13%
+0.8%
Q2 2023$213,596
-2.2%
6,2110.0%0.13%
-7.2%
Q1 2023$218,317
+8.8%
6,2110.0%0.14%
-4.1%
Q4 2022$200,740
-5.8%
6,2110.0%0.14%
-7.6%
Q2 2022$213,000
-11.6%
6,2110.0%0.16%
-3.1%
Q1 2022$241,0000.0%6,2110.0%0.16%
+3.8%
Q4 2021$241,000
+2.1%
6,2110.0%0.16%
-6.0%
Q3 2021$236,000
-3.7%
6,2110.0%0.17%
-1.2%
Q2 2021$245,000
+3.4%
6,2110.0%0.17%
-4.5%
Q1 2021$237,000
+4.4%
6,2110.0%0.18%
+2.3%
Q4 2020$227,000
+8.6%
6,2110.0%0.17%
+4.2%
Q3 2020$209,000
+1.5%
6,2110.0%0.16%
-6.2%
Q2 2020$206,000
-18.3%
6,211
-24.4%
0.18%
-30.2%
Q1 2020$252,000
-23.6%
8,2110.0%0.25%
-11.6%
Q4 2019$330,0008,2110.28%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Silver Lake Advisory, LLC 121,378$4,438,0002.43%
Beta Wealth Group, Inc. 65,365$2,390,0002.05%
Towerpoint Wealth, LLC 105,786$3,868,0001.94%
Harborview Advisors, LLC 46,903$1,715,0001.15%
Mount Lucas Management LP 111,381$4,072,0000.86%
Allen Capital Group, LLC 92,543$3,383,0000.82%
American Institute for Advanced Investment Management, LLP 27,139$992,0000.80%
Riverpoint Wealth Management Holdings, LLC 48,895$1,788,0000.56%
Mount Yale Investment Advisors, LLC 93,445$3,416,0000.48%
BRANDYWINE OAK PRIVATE WEALTH LLC 75,849$2,773,0000.42%
View complete list of SPDR INDEX SHS FDS shareholders