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

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 115 filers reported holding SPDR INDEX SHS FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$26,955
-4.3%
8190.0%0.01%0.0%
Q2 2023$28,176
-4.2%
819
-4.5%
0.01%
-22.2%
Q1 2023$29,423
+5.9%
858
-0.1%
0.01%0.0%
Q4 2022$27,773
-47.6%
859
-53.0%
0.01%
-52.6%
Q3 2022$53,000
-18.5%
1,828
-3.9%
0.02%
-13.6%
Q2 2022$65,000
-12.2%
1,9030.0%0.02%
+4.8%
Q1 2022$74,000
-26.7%
1,903
-26.6%
0.02%
-19.2%
Q4 2021$101,000
+3.1%
2,593
+0.5%
0.03%
-10.3%
Q3 2021$98,000
-4.9%
2,580
-0.9%
0.03%
-3.3%
Q2 2021$103,000
+1.0%
2,603
-2.7%
0.03%
-3.2%
Q1 2021$102,000
+2.0%
2,676
-2.9%
0.03%
-8.8%
Q4 2020$100,000
+6.4%
2,756
-1.0%
0.03%
-10.5%
Q3 2020$94,000
-6.0%
2,784
-7.3%
0.04%
-17.4%
Q2 2020$100,000
+7.5%
3,004
-0.8%
0.05%
-11.5%
Q1 2020$93,000
-35.0%
3,029
-15.1%
0.05%
-10.3%
Q4 2019$143,000
+27.7%
3,569
+24.5%
0.06%
+11.5%
Q3 2019$112,000
+2.8%
2,866
+3.1%
0.05%
+4.0%
Q2 2019$109,000
+6.9%
2,781
+3.8%
0.05%
+4.2%
Q1 2019$102,000
+8.5%
2,678
-0.7%
0.05%
-2.0%
Q4 2018$94,000
-39.4%
2,698
-34.1%
0.05%
-25.8%
Q3 2018$155,000
-13.9%
4,097
-12.6%
0.07%
-19.5%
Q2 2018$180,000
+0.6%
4,688
+4.5%
0.08%
+3.8%
Q1 2018$179,000
+4.1%
4,485
+6.9%
0.08%
+2.6%
Q4 2017$172,000
+3.6%
4,196
+2.4%
0.08%
-2.5%
Q3 2017$166,000
+29.7%
4,099
+25.3%
0.08%
+25.4%
Q2 2017$128,000
+28.0%
3,272
+24.6%
0.06%
+14.5%
Q1 2017$100,000
+61.3%
2,627
+55.2%
0.06%
+44.7%
Q4 2016$62,000
-17.3%
1,693
-16.1%
0.04%
-13.6%
Q3 2016$75,000
-26.5%
2,019
-30.0%
0.04%
-33.3%
Q2 2016$102,000
-7.3%
2,884
-8.0%
0.07%
-12.0%
Q1 2016$110,000
+5.8%
3,135
+0.4%
0.08%
+5.6%
Q4 2015$104,000
-28.3%
3,124
-27.0%
0.07%
-29.0%
Q3 2015$145,000
-17.1%
4,281
+1.5%
0.10%
-5.7%
Q2 2015$175,000
+0.6%
4,219
+1.3%
0.11%
+1.9%
Q1 2015$174,000
+0.6%
4,166
+0.7%
0.10%
+3.0%
Q4 2014$173,000
-11.3%
4,135
-1.8%
0.10%
-13.7%
Q3 2014$195,000
+85.7%
4,211
+106.5%
0.12%
+85.7%
Q2 2014$105,000
+2000.0%
2,039
+1939.0%
0.06%
+2000.0%
Q1 2014$5,0000.0%1000.0%0.00%
-25.0%
Q4 2013$5,0001000.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2016
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 90,348$3,431,0002.48%
American Institute for Advanced Investment Management, LLP 43,687$1,699,0001.14%
SUTTON PLACE INVESTORS LLC 25,000$972,0001.12%
Towerpoint Wealth, LLC 55,998$2,177,0001.03%
Mount Lucas Management LP 60,848$2,366,0000.68%
Allen Capital Group, LLC 87,872$3,416,0000.42%
Coastline Trust Co 85,990$3,343,0000.38%
BRANDYWINE OAK PRIVATE WEALTH LLC 74,326$2,889,0000.32%
MORRIS FINANCIAL CONCEPTS, INC. 9,686$377,0000.31%
Evergreen Wealth Solutions, LLC 8,734$340,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders