SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 128 filers reported holding SPDR INDEX SHS FDS in Q2 2014. The put-call ratio across all filers is 4.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $227,000 | +0.9% | 5,808 | -1.7% | 0.10% | -2.0% |
| Q1 2017 | $225,000 | -27.9% | 5,908 | -31.7% | 0.10% | -21.1% |
| Q4 2016 | $312,000 | -2.8% | 8,653 | -0.6% | 0.13% | -0.8% |
| Q3 2016 | $321,000 | +2.2% | 8,703 | -2.6% | 0.13% | +3.2% |
| Q2 2016 | $314,000 | +3.6% | 8,933 | +3.3% | 0.12% | +3.3% |
| Q1 2016 | $303,000 | +4.8% | 8,647 | -0.1% | 0.12% | +10.0% |
| Q4 2015 | $289,000 | -1.7% | 8,654 | -0.2% | 0.11% | +5.8% |
| Q3 2015 | $294,000 | -18.6% | 8,674 | -0.6% | 0.10% | -8.8% |
| Q2 2015 | $361,000 | -2.4% | 8,724 | -1.2% | 0.11% | -1.7% |
| Q1 2015 | $370,000 | +55.5% | 8,829 | +72.1% | 0.12% | +41.5% |
| Q3 2014 | $238,000 | -16.2% | 5,129 | -7.7% | 0.08% | -10.9% |
| Q2 2014 | $284,000 | +12.7% | 5,554 | +6.9% | 0.09% | +13.6% |
| Q1 2014 | $252,000 | -1.2% | 5,194 | -3.2% | 0.08% | -8.0% |
| Q4 2013 | $255,000 | 0.0% | 5,366 | -1.6% | 0.09% | -8.3% |
| Q3 2013 | $255,000 | – | 5,451 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beta Wealth Group, Inc. | 90,348 | $3,431,000 | 2.48% |
| American Institute for Advanced Investment Management, LLP | 43,687 | $1,699,000 | 1.14% |
| SUTTON PLACE INVESTORS LLC | 25,000 | $972,000 | 1.12% |
| Towerpoint Wealth, LLC | 55,998 | $2,177,000 | 1.03% |
| Mount Lucas Management LP | 60,848 | $2,366,000 | 0.68% |
| Allen Capital Group, LLC | 87,872 | $3,416,000 | 0.42% |
| Coastline Trust Co | 85,990 | $3,343,000 | 0.38% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 74,326 | $2,889,000 | 0.32% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9,686 | $377,000 | 0.31% |
| Evergreen Wealth Solutions, LLC | 8,734 | $340,000 | 0.31% |