SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 138 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $115,000 | -16.1% | 3,979 | 0.0% | 0.11% | -22.1% |
| Q2 2022 | $137,000 | -11.0% | 3,979 | 0.0% | 0.14% | +9.7% |
| Q1 2022 | $154,000 | -0.6% | 3,979 | 0.0% | 0.12% | +6.0% |
| Q4 2021 | $155,000 | +2.6% | 3,979 | 0.0% | 0.12% | -2.5% |
| Q3 2021 | $151,000 | -3.8% | 3,979 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $157,000 | +3.3% | 3,979 | 0.0% | 0.12% | -2.4% |
| Q1 2021 | $152,000 | +4.8% | 3,979 | 0.0% | 0.13% | -6.0% |
| Q4 2020 | $145,000 | +62.9% | 3,979 | +51.4% | 0.13% | +41.1% |
| Q3 2020 | $89,000 | +2.3% | 2,629 | 0.0% | 0.10% | -5.0% |
| Q2 2020 | $87,000 | +7.4% | 2,629 | 0.0% | 0.10% | -10.7% |
| Q1 2020 | $81,000 | -23.6% | 2,629 | 0.0% | 0.11% | +2.8% |
| Q4 2019 | $106,000 | – | 2,629 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,080,557 | $36,696,000 | 10.21% |
| Retirement Planning Group, LLC | 85,486 | $2,903,000 | 1.27% |
| Sterneck Capital Management, LLC | 50,195 | $1,705,000 | 1.12% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41,419 | $1,407,000 | 0.76% |
| Coastline Trust Co | 84,404 | $2,867,000 | 0.65% |
| Harbour Capital Advisors, LLC | 20,100 | $683,000 | 0.48% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 24,658 | $837,000 | 0.48% |
| ProVise Management Group, LLC | 51,623 | $1,753,000 | 0.41% |
| TWO SIGMA SECURITIES, LLC | 7,031 | $239,000 | 0.38% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 43,753 | $1,486,000 | 0.31% |