1834 INVESTMENT ADVISORS CO - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 137 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2021$36,000
-7.7%
908
-10.6%
0.00%
-20.0%
Q1 2021$39,000
+5.4%
1,0160.0%0.01%0.0%
Q4 2020$37,000
+8.8%
1,0160.0%0.01%0.0%
Q3 2020$34,0000.0%1,0160.0%0.01%0.0%
Q2 2020$34,000
+9.7%
1,0160.0%0.01%
-16.7%
Q1 2020$31,000
-31.1%
1,016
-9.4%
0.01%
-14.3%
Q4 2019$45,000
-23.7%
1,121
-25.0%
0.01%
-22.2%
Q2 2019$59,000
+3.5%
1,4950.0%0.01%0.0%
Q1 2019$57,000
+9.6%
1,4950.0%0.01%0.0%
Q4 2018$52,000
-45.8%
1,495
-40.8%
0.01%
-35.7%
Q3 2018$96,000
-1.0%
2,5260.0%0.01%
-6.7%
Q2 2018$97,000
-4.0%
2,5260.0%0.02%
-11.8%
Q1 2018$101,000
+44.3%
2,526
+48.5%
0.02%
+54.5%
Q4 2017$70,000
-67.3%
1,701
-66.6%
0.01%
-81.4%
Q4 2014$214,000
-10.1%
5,096
-1.0%
0.06%
-10.6%
Q3 2014$238,000
-15.6%
5,146
-6.3%
0.07%
-13.2%
Q2 2014$282,000
+17.0%
5,491
+10.5%
0.08%
+7.0%
Q1 2014$241,000
-36.6%
4,967
-37.9%
0.07%
-36.6%
Q4 2013$380,000
-2.1%
8,002
-3.9%
0.11%
-11.8%
Q3 2013$388,000
-4.7%
8,327
-10.6%
0.13%
-9.3%
Q2 2013$407,0009,3180.14%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 88,918$2,925,3952.32%
Concord Wealth Partners 128,822$4,238,2390.90%
Allen Capital Group, LLC 153,646$4,971,9850.88%
Mount Lucas Management LP 72,085$2,371,5970.84%
Beverly Hills Private Wealth, LLC 34,524$1,135,8480.34%
WealthShield Partners, LLC 66,214$2,178,4410.33%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 225,856$7,430,6750.29%
Key FInancial Inc 25,520$839,6080.28%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,528$7740.26%
West Wealth Group, LLC 17,439$573,7560.25%
View complete list of SPDR INDEX SHS FDS shareholders