Concord Wealth Partners - 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
Concord Wealth Partners ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,238,239
-25.0%
128,822
-21.6%
0.90%
-26.0%
Q2 2023$5,652,230
+51.8%
164,357
+51.3%
1.22%
+15.1%
Q1 2023$3,724,040
-15.9%
108,636
-20.7%
1.06%
-20.6%
Q4 2022$4,426,647
+31.2%
136,963
+17.0%
1.33%
+24.4%
Q3 2022$3,373,000
-1.1%
117,101
+17.8%
1.07%
+14.3%
Q2 2022$3,410,000
+117.9%
99,377
+146.2%
0.94%
+131.1%
Q1 2022$1,565,000
+28.6%
40,365
+29.0%
0.40%
+35.9%
Q4 2021$1,217,000
+179.1%
31,297
+172.8%
0.30%
+66.5%
Q3 2021$436,000
-59.6%
11,473
-58.1%
0.18%
-42.1%
Q2 2021$1,079,000
+22.8%
27,377
+18.8%
0.31%
+4.4%
Q1 2021$879,000
+29200.0%
23,044
+28705.0%
0.30%
+14700.0%
Q4 2020$3,000800.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 88,918$2,925,3952.32%
Concord Wealth Partners 128,822$4,238,2390.90%
Allen Capital Group, LLC 153,646$4,971,9850.88%
Mount Lucas Management LP 72,085$2,371,5970.84%
Beverly Hills Private Wealth, LLC 34,524$1,135,8480.34%
WealthShield Partners, LLC 66,214$2,178,4410.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 225,856$7,430,6750.29%
Key FInancial Inc 25,520$839,6080.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,528$7740.26%
West Wealth Group, LLC 17,439$573,7560.25%
View complete list of SPDR INDEX SHS FDS shareholders