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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $761,000 | -40.7% | 20,964 | -40.7% | 0.00% | -50.0% |
| Q3 2017 | $1,283,000 | -24.9% | 35,324 | -24.9% | 0.01% | -20.0% |
| Q2 2017 | $1,709,000 | +2.0% | 47,065 | +2.0% | 0.01% | -9.1% |
| Q1 2017 | $1,676,000 | +6.8% | 46,158 | +6.8% | 0.01% | +22.2% |
| Q4 2016 | $1,569,000 | +23.0% | 43,220 | +23.0% | 0.01% | +12.5% |
| Q3 2016 | $1,276,000 | +519.4% | 35,148 | +706.9% | 0.01% | +700.0% |
| Q4 2013 | $206,000 | -79.3% | 4,356 | -79.6% | 0.00% | -75.0% |
| Q3 2013 | $996,000 | -44.7% | 21,360 | -48.2% | 0.00% | -50.0% |
| Q2 2013 | $1,801,000 | – | 41,272 | – | 0.01% | – |
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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% |