SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 146 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142,853 | +3.0% | 4,448 | +10.1% | 0.00% | – |
| Q2 2023 | $138,654 | +0.3% | 4,039 | 0.0% | 0.00% | – |
| Q1 2023 | $138,302 | +5.9% | 4,039 | 0.0% | 0.00% | – |
| Q4 2022 | $130,594 | -93.0% | 4,039 | -93.8% | 0.00% | -100.0% |
| Q3 2022 | $1,856,000 | -11.1% | 65,007 | +6.6% | 0.01% | 0.0% |
| Q2 2022 | $2,088,000 | -13.4% | 60,981 | -2.3% | 0.01% | +42.9% |
| Q1 2022 | $2,410,000 | +6.1% | 62,421 | +7.0% | 0.01% | -12.5% |
| Q4 2021 | $2,272,000 | – | 58,336 | – | 0.01% | – |
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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% |