Milestone Investment Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Milestone Investment Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$121,171
-4.3%
3,6830.0%0.03%
-12.8%
Q2 2023$126,659
+0.3%
3,6830.0%0.04%0.0%
Q1 2023$126,254
+39.9%
3,683
+31.9%
0.04%
+21.9%
Q4 2022$90,2372,7920.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Silver Lake Advisory, LLC 121,378$4,438,0002.43%
Beta Wealth Group, Inc. 65,365$2,390,0002.05%
Towerpoint Wealth, LLC 105,786$3,868,0001.94%
Harborview Advisors, LLC 46,903$1,715,0001.15%
Mount Lucas Management LP 111,381$4,072,0000.86%
Allen Capital Group, LLC 92,543$3,383,0000.82%
American Institute for Advanced Investment Management, LLP 27,139$992,0000.80%
Riverpoint Wealth Management Holdings, LLC 48,895$1,788,0000.56%
Mount Yale Investment Advisors, LLC 93,445$3,416,0000.48%
BRANDYWINE OAK PRIVATE WEALTH LLC 75,849$2,773,0000.42%
View complete list of SPDR INDEX SHS FDS shareholders