WCG Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 139 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$721
-99.9%
21,023
-6.3%
0.09%
-7.1%
Q4 2022$725,196
+14.0%
22,438
+1.5%
0.10%
+17.9%
Q3 2022$636,000
-0.3%
22,101
+18.8%
0.08%
+90.9%
Q2 2022$638,00018,6040.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 90,468$3,524,0002.39%
Silver Lake Advisory, LLC 86,679$3,376,0002.18%
Merriman Wealth Management, LLC 162,683$6,337,0001.28%
Harborview Advisors, LLC 37,866$1,475,0001.19%
Allen Capital Group, LLC 86,683$3,360,0001.04%
Mount Lucas Management LP 129,680$5,051,0000.90%
Mount Yale Investment Advisors, LLC 124,489$4,981,0000.89%
INVESTMENT PARTNERS, LTD. 25,511$994,0000.72%
MERCER GLOBAL ADVISORS INC /ADV 620,823$24,181,0000.57%
180 WEALTH ADVISORS, LLC 31,695$1,246,0000.55%
View complete list of SPDR INDEX SHS FDS shareholders