SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 145 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,947 | -3.3% | 13,585 | +1.0% | 0.00% | -20.0% |
| Q2 2023 | $462,374 | -0.9% | 13,445 | -1.2% | 0.01% | 0.0% |
| Q1 2023 | $466,519 | +5.9% | 13,609 | -0.2% | 0.01% | +25.0% |
| Q4 2022 | $440,619 | -99.9% | 13,633 | -51.8% | 0.00% | 0.0% |
| Q3 2022 | $408,408,000 | +103820.6% | 28,306 | +147.4% | 0.00% | 0.0% |
| Q2 2022 | $393,000 | -10.1% | 11,443 | +1.6% | 0.00% | -20.0% |
| Q1 2022 | $437,000 | -22.7% | 11,266 | -22.5% | 0.01% | -16.7% |
| Q4 2021 | $565,000 | +1.4% | 14,528 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $557,000 | -3.0% | 14,667 | +0.7% | 0.01% | -14.3% |
| Q2 2021 | $574,000 | +10.0% | 14,564 | +6.4% | 0.01% | 0.0% |
| Q1 2021 | $522,000 | -8.9% | 13,689 | -11.9% | 0.01% | 0.0% |
| Q4 2020 | $573,000 | -99.9% | 15,544 | -6.9% | 0.01% | -22.2% |
| Q3 2020 | $495,000,000 | – | 16,697 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beta Wealth Group, Inc. | 90,348 | $3,431,000 | 2.48% |
| American Institute for Advanced Investment Management, LLP | 43,687 | $1,699,000 | 1.14% |
| SUTTON PLACE INVESTORS LLC | 25,000 | $972,000 | 1.12% |
| Towerpoint Wealth, LLC | 55,998 | $2,177,000 | 1.03% |
| Mount Lucas Management LP | 60,848 | $2,366,000 | 0.68% |
| Allen Capital Group, LLC | 87,872 | $3,416,000 | 0.42% |
| Coastline Trust Co | 85,990 | $3,343,000 | 0.38% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 74,326 | $2,889,000 | 0.32% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9,686 | $377,000 | 0.31% |
| Evergreen Wealth Solutions, LLC | 8,734 | $340,000 | 0.31% |