ProVise Management Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 142 filers reported holding SPDR INDEX SHS FDS in Q1 2015. The put-call ratio across all filers is 1.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2017$286,000
-71.0%
7,325
-71.8%
0.04%
-72.8%
Q1 2017$987,000
+2.5%
25,931
-2.8%
0.16%
-3.7%
Q4 2016$963,000
-6.9%
26,681
-5.0%
0.16%
-8.4%
Q3 2016$1,034,000
+4.0%
28,081
-0.5%
0.18%
-2.2%
Q2 2016$994,000
+0.4%
28,2310.0%0.18%
-9.9%
Q1 2016$990,000
-3.9%
28,231
-8.6%
0.20%
-6.0%
Q4 2015$1,030,000
-41.2%
30,881
-40.2%
0.22%
-46.9%
Q3 2015$1,753,000
-22.3%
51,623
-5.1%
0.41%
-15.2%
Q2 2015$2,257,000
-0.2%
54,420
+0.9%
0.48%
+0.2%
Q1 2015$2,262,000
-45.0%
53,949
-44.9%
0.48%
+8.4%
Q4 2014$4,112,000
+43.3%
97,888
+57.9%
0.44%
-29.1%
Q3 2014$2,870,000
-10.3%
62,007
-0.6%
0.62%
-10.4%
Q2 2014$3,201,000
+14.0%
62,399
+8.0%
0.70%
+2.2%
Q1 2014$2,808,000
+3.0%
57,796
+0.6%
0.68%
-3.4%
Q4 2013$2,726,000
+14.4%
57,443
+12.5%
0.70%
+4.3%
Q3 2013$2,383,000
-1.2%
51,082
-7.5%
0.68%
-5.2%
Q2 2013$2,411,00055,2250.71%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2015
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 194,132$6,808,0006.34%
Longer Investments Inc. 90,980$3,191,0002.64%
CETERA INVESTMENT MANAGEMENT LLC 112,070$3,943,0002.04%
First Allied Advisory Services, Inc. 475,946$16,707,0000.93%
LGL PARTNERS, LLC 49,811$1,747,0000.90%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 27,293$957,0000.50%
Simplicity Solutions, LLC 20,442$717,0000.44%
KAYS FINANCIAL ADVISORY CORP /ADV 23,937$839,0000.41%
Harbour Capital Advisors, LLC 19,150$672,0000.38%
Charles Schwab Investment Advisory, Inc. 839,525$29,442,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders