SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,365 | +131.6% | 28,157 | +190.9% | 0.01% | +150.0% |
| Q2 2015 | $400,000 | +98.0% | 9,680 | +100.0% | 0.00% | 0.0% |
| Q1 2015 | $202,000 | -50.2% | 4,840 | -50.0% | 0.00% | 0.0% |
| Q4 2014 | $406,000 | -39.9% | 9,680 | -33.7% | 0.00% | -66.7% |
| Q3 2014 | $675,000 | -9.9% | 14,590 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $749,000 | +27.6% | 14,590 | +20.7% | 0.01% | +50.0% |
| Q1 2014 | $587,000 | -10.0% | 12,090 | -12.0% | 0.00% | -20.0% |
| Q4 2013 | $652,000 | +57.1% | 13,740 | +54.4% | 0.01% | +66.7% |
| Q3 2013 | $415,000 | +38.3% | 8,897 | +29.5% | 0.00% | +50.0% |
| Q2 2013 | $300,000 | – | 6,868 | – | 0.00% | – |
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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% |