SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 139 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124,938 | +11.6% | 34,193 | +16.7% | 0.00% | 0.0% |
| Q2 2023 | $1,007,848 | +152.0% | 29,306 | +151.2% | 0.00% | +100.0% |
| Q1 2023 | $399,938 | +31.4% | 11,667 | +23.9% | 0.00% | 0.0% |
| Q4 2022 | $304,460 | +14.0% | 9,420 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $267,000 | -12.2% | 9,277 | +4.7% | 0.00% | 0.0% |
| Q2 2022 | $304,000 | +49.8% | 8,864 | +65.9% | 0.00% | – |
| Q3 2021 | $203,000 | -8.1% | 5,344 | -4.6% | 0.00% | – |
| Q2 2021 | $221,000 | +3.3% | 5,604 | +0.1% | 0.00% | – |
| Q1 2021 | $214,000 | +2.4% | 5,601 | +7.8% | 0.00% | – |
| Q4 2019 | $209,000 | – | 5,198 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silver Lake Advisory, LLC | 121,378 | $4,438,000 | 2.43% |
| Beta Wealth Group, Inc. | 65,365 | $2,390,000 | 2.05% |
| Towerpoint Wealth, LLC | 105,786 | $3,868,000 | 1.94% |
| Harborview Advisors, LLC | 46,903 | $1,715,000 | 1.15% |
| Mount Lucas Management LP | 111,381 | $4,072,000 | 0.86% |
| Allen Capital Group, LLC | 92,543 | $3,383,000 | 0.82% |
| American Institute for Advanced Investment Management, LLP | 27,139 | $992,000 | 0.80% |
| Riverpoint Wealth Management Holdings, LLC | 48,895 | $1,788,000 | 0.56% |
| Mount Yale Investment Advisors, LLC | 93,445 | $3,416,000 | 0.48% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 75,849 | $2,773,000 | 0.42% |