SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - SPDR INDEX SHS FDS ownership

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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2020$882,000
-24.8%
28,770
-1.4%
0.07%
-2.8%
Q4 2019$1,173,000
-1.0%
29,175
-4.2%
0.07%
-8.9%
Q3 2019$1,185,000
-8.7%
30,441
-7.7%
0.08%
-8.1%
Q2 2019$1,298,000
+0.3%
32,973
-3.1%
0.09%
-12.2%
Q1 2019$1,294,000
+0.3%
34,039
-7.8%
0.10%
-14.0%
Q4 2018$1,290,000
-6.5%
36,910
+1.4%
0.11%
-8.1%
Q3 2018$1,380,000
-1.2%
36,399
-0.2%
0.12%
-6.1%
Q2 2018$1,397,000
-11.4%
36,468
-7.3%
0.13%
-17.0%
Q1 2018$1,577,000
+12.6%
39,349
+15.8%
0.16%
+11.2%
Q4 2017$1,400,000
+6.7%
33,976
+4.5%
0.14%
-2.1%
Q3 2017$1,312,000
+3.4%
32,500
+0.2%
0.15%
-2.7%
Q2 2017$1,269,000
-4.0%
32,443
-6.5%
0.15%
-9.1%
Q1 2017$1,322,000
+0.2%
34,711
-5.1%
0.16%
-9.8%
Q4 2016$1,319,000
+2.3%
36,577
+4.4%
0.18%
-3.2%
Q3 2016$1,289,000
-3.0%
35,041
-7.2%
0.19%
-10.8%
Q2 2016$1,329,000
-4.5%
37,761
-4.8%
0.21%
-7.0%
Q1 2016$1,391,000
-6.0%
39,668
-10.6%
0.23%
-10.6%
Q4 2015$1,480,000
-0.4%
44,360
+1.4%
0.26%
-17.7%
Q3 2015$1,486,000
+81.9%
43,753
+174.6%
0.31%
+8.0%
Q2 2014$817,000
-13.2%
15,931
-17.7%
0.29%
-22.2%
Q1 2014$941,000
-39.5%
19,364
-40.9%
0.37%
-52.0%
Q4 2013$1,555,000
+6.7%
32,780
+4.9%
0.77%
-8.5%
Q3 2013$1,458,000
+72.1%
31,248
+61.0%
0.84%
+37.9%
Q2 2013$847,00019,4100.61%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2014
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 476,342$19,968,0008.56%
PRING TURNER CAPITAL GROUP INC 86,790$3,638,0004.04%
Madrona Financial Services, LLC 48,273$2,024,0002.03%
Morningstar Investment Services LLC 1,008,660$42,283,0001.84%
Retirement Planning Group, LLC 92,264$3,868,0001.54%
Sterneck Capital Management, LLC 60,601$2,540,0001.37%
Smart Portfolios, LLC 27,440$1,216,0001.35%
PVG Asset Management 92,241$3,866,770,0001.16%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,575$1,701,0000.82%
Coastline Trust Co 85,064$3,566,0000.73%
View complete list of SPDR INDEX SHS FDS shareholders