SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 125 filers reported holding SPDR INDEX SHS FDS in Q1 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $219,000 | -46.6% | 5,432 | -48.2% | 0.01% | -45.5% |
| Q2 2017 | $410,000 | -4.9% | 10,488 | -7.4% | 0.02% | -8.3% |
| Q1 2017 | $431,000 | -29.6% | 11,329 | -33.2% | 0.02% | -31.4% |
| Q4 2016 | $612,000 | -30.9% | 16,961 | -29.6% | 0.04% | -31.4% |
| Q3 2016 | $886,000 | -23.9% | 24,100 | -27.1% | 0.05% | -22.7% |
| Q2 2016 | $1,164,000 | -14.3% | 33,062 | -14.7% | 0.07% | -17.5% |
| Q1 2016 | $1,359,000 | -32.7% | 38,757 | -36.0% | 0.08% | -32.8% |
| Q4 2015 | $2,019,000 | -48.9% | 60,527 | -47.9% | 0.12% | -50.2% |
| Q3 2015 | $3,948,000 | -31.2% | 116,272 | -15.9% | 0.24% | -25.8% |
| Q2 2015 | $5,735,000 | -9.7% | 138,281 | -8.7% | 0.32% | -7.2% |
| Q1 2015 | $6,349,000 | – | 151,456 | – | 0.35% | – |
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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% |