SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 132 filers reported holding SPDR INDEX SHS FDS in Q3 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $205,000 | -84.6% | 5,839 | -85.3% | 0.00% | -100.0% |
| Q4 2015 | $1,328,000 | -74.7% | 39,794 | -74.3% | 0.00% | -66.7% |
| Q3 2015 | $5,259,000 | -34.7% | 154,844 | -20.2% | 0.01% | -25.0% |
| Q2 2015 | $8,051,000 | +3.8% | 194,135 | +4.9% | 0.01% | 0.0% |
| Q1 2015 | $7,759,000 | -2.7% | 185,086 | -2.4% | 0.01% | +14.3% |
| Q4 2014 | $7,972,000 | -17.1% | 189,706 | -8.7% | 0.01% | -12.5% |
| Q3 2014 | $9,617,000 | +2437.5% | 207,802 | +2710.4% | 0.01% | – |
| Q2 2014 | $379,000 | +10.2% | 7,394 | +4.3% | 0.00% | – |
| Q1 2014 | $344,000 | +6.2% | 7,088 | +3.6% | 0.00% | – |
| Q4 2013 | $324,000 | +36.7% | 6,839 | +34.5% | 0.00% | – |
| Q3 2013 | $237,000 | +1.7% | 5,086 | -4.6% | 0.00% | – |
| Q2 2013 | $233,000 | -71.9% | 5,334 | -68.7% | 0.00% | -100.0% |
| Q1 2013 | $828,000 | – | 17,024 | – | 0.00% | – |
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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% |