SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $3,000 | – | 80 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silver Lake Advisory, LLC | 121,378 | $4,438,000 | 2.43% |
| Beta Wealth Group, Inc. | 65,365 | $2,390,000 | 2.05% |
| Towerpoint Wealth, LLC | 105,786 | $3,868,000 | 1.94% |
| Harborview Advisors, LLC | 46,903 | $1,715,000 | 1.15% |
| Mount Lucas Management LP | 111,381 | $4,072,000 | 0.86% |
| Allen Capital Group, LLC | 92,543 | $3,383,000 | 0.82% |
| American Institute for Advanced Investment Management, LLP | 27,139 | $992,000 | 0.80% |
| Riverpoint Wealth Management Holdings, LLC | 48,895 | $1,788,000 | 0.56% |
| Mount Yale Investment Advisors, LLC | 93,445 | $3,416,000 | 0.48% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 75,849 | $2,773,000 | 0.42% |