SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2023 | $10 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2023 | $10 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2022 | $10 | -99.9% | 300 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 300 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -16.7% | 300 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -7.7% | 300 | -6.2% | 0.00% | – |
| Q2 2021 | $13,000 | -35.0% | 320 | -36.0% | 0.00% | – |
| Q1 2018 | $20,000 | -4.8% | 500 | 0.0% | 0.00% | – |
| Q4 2017 | $21,000 | +5.0% | 500 | 0.0% | 0.00% | – |
| Q3 2017 | $20,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2017 | $20,000 | +5.3% | 500 | 0.0% | 0.00% | – |
| Q1 2017 | $19,000 | +5.6% | 500 | 0.0% | 0.00% | – |
| Q4 2016 | $18,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $18,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $18,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $18,000 | +5.9% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $17,000 | -92.3% | 500 | -89.1% | 0.00% | – |
| Q1 2014 | $220,000 | -23.1% | 4,569 | -24.8% | 0.00% | – |
| Q4 2013 | $286,000 | +2.1% | 6,079 | 0.0% | 0.00% | – |
| Q3 2013 | $280,000 | +60.0% | 6,079 | +51.2% | 0.00% | – |
| Q2 2013 | $175,000 | – | 4,020 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 391,376 | $20,078,000 | 7.40% |
| FOUNDERS BANK & TRUST | 227,111 | $11,651,000 | 6.46% |
| PRING TURNER CAPITAL GROUP INC | 98,325 | $5,044,000 | 4.36% |
| Sterneck Capital Management, LLC | 72,642 | $3,727,000 | 2.18% |
| BRINKER CAPITAL INC | 351,134 | $18,013,000 | 1.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36,728 | $1,884,000 | 0.95% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 25,428 | $1,304,000 | 0.93% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 60,729 | $3,036,000 | 0.86% |
| Harbour Capital Advisors, LLC | 19,350 | $993,000 | 0.78% |
| ProVise Management Group, LLC | 62,399 | $3,201,000 | 0.70% |