Concord Wealth Partners - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 146 filers reported holding SPDR INDEX SHS FDS in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 90,348$3,431,0002.48%
American Institute for Advanced Investment Management, LLP 43,687$1,699,0001.14%
SUTTON PLACE INVESTORS LLC 25,000$972,0001.12%
Towerpoint Wealth, LLC 55,998$2,177,0001.03%
Mount Lucas Management LP 60,848$2,366,0000.68%
Allen Capital Group, LLC 87,872$3,416,0000.42%
Coastline Trust Co 85,990$3,343,0000.38%
BRANDYWINE OAK PRIVATE WEALTH LLC 74,326$2,889,0000.32%
MORRIS FINANCIAL CONCEPTS, INC. 9,686$377,0000.31%
Evergreen Wealth Solutions, LLC 8,734$340,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders