SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 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 ↓ |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 391,376 | $20,078,000 | 7.40% |
| FOUNDERS BANK & TRUST | 227,111 | $11,651,000 | 6.46% |
| PRING TURNER CAPITAL GROUP INC | 98,325 | $5,044,000 | 4.36% |
| Sterneck Capital Management, LLC | 72,642 | $3,727,000 | 2.18% |
| BRINKER CAPITAL INC | 351,134 | $18,013,000 | 1.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | $1,884,000 | 0.95% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 25,428 | $1,304,000 | 0.93% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 60,729 | $3,036,000 | 0.86% |
| Harbour Capital Advisors, LLC | 19,350 | $993,000 | 0.78% |
| ProVise Management Group, LLC | 62,399 | $3,201,000 | 0.70% |