Beaumont Financial Partners, LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is LOWC and the CUSIP is 78463X194. A total of 24 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$290,000
-2.0%
12,022
+5.9%
0.03%
+3.7%
Q2 2022$296,000
-9.8%
11,350
+333.2%
0.03%
+8.0%
Q1 2022$328,000
-5.7%
2,6200.0%0.02%0.0%
Q4 2021$348,000
+5.8%
2,6200.0%0.02%0.0%
Q3 2021$329,000
-1.2%
2,6200.0%0.02%0.0%
Q2 2021$333,000
+6.4%
2,6200.0%0.02%
-7.4%
Q1 2021$313,000
+4.7%
2,6200.0%0.03%0.0%
Q4 2020$299,000
+13.7%
2,6200.0%0.03%
+8.0%
Q3 2020$263,000
+8.2%
2,6200.0%0.02%0.0%
Q2 2020$243,000
+18.5%
2,6200.0%0.02%
-3.8%
Q1 2020$205,000
-21.2%
2,6200.0%0.03%0.0%
Q4 2019$260,000
+7.9%
2,6200.0%0.03%
+8.3%
Q3 2019$241,000
+0.4%
2,6200.0%0.02%
-4.0%
Q2 2019$240,000
+10.1%
2,620
+9.1%
0.02%
+8.7%
Q1 2019$218,000
-1.4%
2,4020.0%0.02%
+4.5%
Q3 2018$221,000
+4.2%
2,4020.0%0.02%0.0%
Q2 2018$212,000
-0.9%
2,4020.0%0.02%
-8.3%
Q1 2018$214,000–2,402–0.02%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
REGENTS OF THE UNIVERSITY OF CALIFORNIA 4,940,356$140,256,70718.00%
Fingerlakes Wealth Management, Inc. 14,833$421,1170.52%
Ulland Investment Advisors, LLC 16,120$4580.50%
Beaumont Financial Advisors, LLC 10,480$297,5270.03%
BALLAST ADVISORS LLC 903$25,6360.01%
ADIRONDACK TRUST CO 440$12,4870.01%
PNC FINANCIAL SERVICES GROUP, INC. 154,674$4,391,1830.00%
TRUIST FINANCIAL CORP 31,993$908,2810.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,530$242,1670.00%
STATE STREET CORP 1,088,200$30,893,9980.00%
View complete list of SPDR INDEX SHS FDS shareholders