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

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2016$5,0000.0%2600.0%0.00%0.0%
Q1 2016$5,0000.0%2600.0%0.00%0.0%
Q4 2015$5,000
-28.6%
260
-28.4%
0.00%
-40.0%
Q3 2015$7,000
-22.2%
3630.0%0.01%0.0%
Q2 2015$9,000
+12.5%
3630.0%0.01%0.0%
Q1 2015$8,000
+14.3%
3630.0%0.01%
+25.0%
Q4 2014$7,000
-12.5%
3630.0%0.00%
-20.0%
Q3 2014$8,000
-11.1%
3630.0%0.01%0.0%
Q2 2014$9,000
+12.5%
3630.0%0.01%0.0%
Q1 2014$8,000
-11.1%
3630.0%0.01%
-28.6%
Q4 2013$9,0003630.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2016
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 100,610$2,386,0001.33%
EXENCIAL WEALTH ADVISORS, LLC 34,006$778,0000.35%
Long Wharf Investors, Inc. 15,742$373,0000.34%
United Asset Strategies, Inc. 14,239$338,0000.23%
Nadler Financial Group, Inc. 14,350$340,0000.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 3,507$83,0000.05%
Texas Yale Capital Corp. 13,423$318,0000.05%
JOHNSON INVESTMENT COUNSEL INC 38,891$922,0000.03%
UBS AG 1,083,408$25,698,0000.02%
Waverly Advisors, LLC 2,090$50,0000.02%
View complete list of SPDR INDEX SHS FDS shareholders