SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,397 | -4.3% | 24,237 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $833,510 | +0.3% | 24,237 | 0.0% | 0.12% | -4.8% |
| Q1 2023 | $830,844 | +6.1% | 24,237 | 0.0% | 0.12% | +0.8% |
| Q4 2022 | $783,340 | +53.6% | 24,237 | +60.4% | 0.12% | +25.5% |
| Q3 2020 | $510,000 | +1.8% | 15,113 | 0.0% | 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 | $739,000 | – | 18,382 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silver Lake Advisory, LLC | 121,864 | $4,648,000 | 2.37% |
| Towerpoint Wealth, LLC | 111,976 | $4,271,000 | 2.05% |
| Beta Wealth Group, Inc. | 73,529 | $2,804,000 | 2.04% |
| Mount Lucas Management LP | 113,706 | $4,337,000 | 1.28% |
| Harborview Advisors, LLC | 49,403 | $1,884,000 | 1.14% |
| American Institute for Advanced Investment Management, LLP | 30,058 | $1,146,000 | 0.88% |
| Allen Capital Group, LLC | 90,635 | $3,457,000 | 0.76% |
| Mount Yale Investment Advisors, LLC | 87,235 | $3,327,000 | 0.43% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 75,876 | $2,893,000 | 0.43% |
| Coastline Trust Co | 71,035 | $2,709,000 | 0.35% |