PINNACLE ASSOCIATES LTD - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 129 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$280,582
-9.0%
8,185
-14.2%
0.01%
-14.3%
Q4 2022$308,171
+7.4%
9,535
-4.3%
0.01%0.0%
Q3 2022$287,000
-21.6%
9,960
-6.6%
0.01%
-12.5%
Q2 2022$366,000
-14.1%
10,660
-3.0%
0.01%0.0%
Q1 2022$426,000
-0.2%
10,9850.0%0.01%
+14.3%
Q4 2021$427,000
+2.4%
10,9850.0%0.01%
-12.5%
Q3 2021$417,000
-7.3%
10,985
-3.8%
0.01%0.0%
Q2 2021$450,000
-6.4%
11,420
-9.5%
0.01%
-11.1%
Q1 2021$481,000
+4.3%
12,6200.0%0.01%0.0%
Q4 2020$461,000
+2.4%
12,620
-5.4%
0.01%
-18.2%
Q3 2020$450,000
-10.5%
13,345
-12.0%
0.01%
-8.3%
Q2 2020$503,000
-1.8%
15,170
-9.3%
0.01%
-25.0%
Q1 2020$512,000
-44.8%
16,720
-27.5%
0.02%
-20.0%
Q4 2019$927,000
-2.4%
23,070
-5.4%
0.02%
-9.1%
Q3 2019$950,000
+1.2%
24,395
+2.3%
0.02%0.0%
Q2 2019$939,000
+29.3%
23,845
+24.9%
0.02%
+37.5%
Q1 2019$726,000
+36.7%
19,085
+25.7%
0.02%
+14.3%
Q4 2018$531,000
-52.5%
15,185
-48.6%
0.01%
-39.1%
Q3 2018$1,119,000
+36.3%
29,520
+37.7%
0.02%
+35.3%
Q2 2018$821,000
+1.6%
21,435
+6.3%
0.02%
+6.2%
Q1 2018$808,000
+8.3%
20,160
+11.3%
0.02%
+14.3%
Q4 2017$746,000
+11.3%
18,110
+9.2%
0.01%
+16.7%
Q3 2017$670,000
+14.7%
16,585
+11.0%
0.01%
+9.1%
Q2 2017$584,000
+100.7%
14,935
+95.2%
0.01%
+83.3%
Q1 2017$291,0007,6500.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 88,918$2,925,3952.32%
Concord Wealth Partners 128,822$4,238,2390.90%
Allen Capital Group, LLC 153,646$4,971,9850.88%
Mount Lucas Management LP 72,085$2,371,5970.84%
Beverly Hills Private Wealth, LLC 34,524$1,135,8480.34%
WealthShield Partners, LLC 66,214$2,178,4410.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 225,856$7,430,6750.29%
Key FInancial Inc 25,520$839,6080.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,528$7740.26%
West Wealth Group, LLC 17,439$573,7560.25%
View complete list of SPDR INDEX SHS FDS shareholders