Heartwood Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$797,397
-4.3%
24,2370.0%0.12%0.0%
Q2 2023$833,510
+0.3%
24,2370.0%0.12%
-4.8%
Q1 2023$830,844
+6.1%
24,2370.0%0.12%
+0.8%
Q4 2022$783,340
+53.6%
24,237
+60.4%
0.12%
+25.5%
Q3 2020$510,000
+1.8%
15,1130.0%0.10%
-1.0%
Q2 2020$501,000
-14.1%
15,113
-20.6%
0.10%
-29.3%
Q1 2020$583,000
-21.1%
19,044
+3.6%
0.14%
-0.7%
Q4 2019$739,00018,3820.14%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Swaine & Leidel Wealth Services, LLC 91,828$3,492,0004.42%
Columbus Macro, LLC 346,170$13,165,0002.88%
Merriman Wealth Management, LLC 343,153$13,050,0002.47%
Towerpoint Wealth, LLC 83,467$3,174,0002.22%
Silver Lake Advisory, LLC 80,822$3,074,0002.07%
Harborview Advisors, LLC 37,632$1,431,0001.24%
Allen Capital Group, LLC 87,298$3,320,0001.10%
Mount Yale Investment Advisors, LLC 127,483$4,848,0000.91%
DFPG INVESTMENTS, LLC 18,872$725,0000.78%
180 WEALTH ADVISORS, LLC 44,582$1,706,0000.77%
View complete list of SPDR INDEX SHS FDS shareholders