BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEU and the CUSIP is 78463X103. A total of 45 filers reported holding SPDR INDEX SHS FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$134,000
-39.9%
4,646
-31.7%
0.05%
-36.0%
Q2 2022$223,000
-19.2%
6,801
-4.2%
0.08%
-3.8%
Q1 2022$276,000
-35.7%
7,101
-29.4%
0.08%
-30.4%
Q4 2021$429,000
-1.2%
10,065
-5.4%
0.11%
-11.8%
Q3 2021$434,000
-3.1%
10,634
-0.7%
0.13%
-3.1%
Q2 2021$448,000
+5.9%
10,706
-0.5%
0.13%
+1.6%
Q1 2021$423,000
+3.2%
10,758
-1.8%
0.13%
-8.5%
Q4 2020$410,000
+13.6%
10,958
-0.4%
0.14%
-4.7%
Q3 2020$361,000
+3.1%
11,004
-2.3%
0.15%
-9.2%
Q2 2020$350,000
+14.0%
11,263
-1.1%
0.16%
-4.7%
Q1 2020$307,000
-27.4%
11,389
-1.9%
0.17%
+0.6%
Q4 2019$423,000
+4.2%
11,609
-5.0%
0.17%
-9.1%
Q3 2019$406,000
-1.7%
12,221
+1.1%
0.19%
-2.1%
Q2 2019$413,000
+4.6%
12,083
+1.2%
0.19%
+3.2%
Q1 2019$395,000
+7.6%
11,936
-2.8%
0.18%
-4.1%
Q4 2018$367,000
-23.9%
12,280
-14.4%
0.19%
-6.8%
Q3 2018$482,000
-4.9%
14,339
-5.4%
0.21%
-10.0%
Q2 2018$507,000
-5.4%
15,156
-2.0%
0.23%
-2.1%
Q1 2018$536,000
-2.0%
15,473
+1.5%
0.24%
-4.5%
Q4 2017$547,000
+1.5%
15,245
+0.8%
0.25%
-4.3%
Q3 2017$539,000
+1.9%
15,124
-2.9%
0.26%
-1.9%
Q2 2017$529,000
+30.6%
15,576
+23.6%
0.26%
+18.6%
Q1 2017$405,000
+5.5%
12,607
-1.8%
0.22%
-5.6%
Q4 2016$384,000
-17.1%
12,843
-16.1%
0.23%
-13.3%
Q3 2016$463,000
-14.7%
15,300
-15.7%
0.27%
-22.9%
Q2 2016$543,000
+3.4%
18,153
+3.9%
0.35%
-2.2%
Q1 2016$525,000
-6.6%
17,478
-1.0%
0.36%
-6.0%
Q4 2015$562,000
-25.1%
17,653
-25.6%
0.38%
-26.2%
Q3 2015$750,000
-5.3%
23,728
+4.1%
0.52%
+7.9%
Q2 2015$792,000
+20.4%
22,789
+21.6%
0.48%
+21.0%
Q1 2015$658,000
+16.7%
18,748
+13.6%
0.40%
+20.4%
Q4 2014$564,000
+19.0%
16,505
+28.1%
0.33%
+15.5%
Q3 2014$474,000
+9.2%
12,888
+17.0%
0.28%
+8.4%
Q2 2014$434,000
+109.7%
11,019
+104.1%
0.26%
+87.1%
Q1 2014$207,000
+191.5%
5,400
+200.0%
0.14%
+159.3%
Q4 2013$71,0001,8000.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2016
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 222,410$6,648,0005.39%
XPONANCE, INC. 249,850$7,464,0002.90%
Weatherstone Capital Management 111,616$3,750,0000.92%
Allen Capital Group, LLC 53,757$1,666,0000.59%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,280$367,0000.19%
MURPHY CAPITAL MANAGEMENT INC 36,750$1,098,0000.18%
WEALTHSOURCE PARTNERS, LLC 18,754$561,0000.16%
Dougherty Wealth Advisers LLC 1,250$39,0000.13%
Beacon Pointe Wealth Advisors, LLC 11,925$349,0000.13%
Cypress Wealth Services, LLC 9,638$288,0000.11%
View complete list of SPDR INDEX SHS FDS shareholders