UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is LOWC and the CUSIP is 78463X194. A total of 25 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$242,167
-4.7%
8,5300.0%0.00%
+100.0%
Q2 2023$254,194
+12.3%
8,530
+6.5%
0.00%0.0%
Q1 2023$226,367
+0.8%
8,013
-6.5%
0.00%0.0%
Q4 2022$224,527
-20.4%
8,573
-26.7%
0.00%
-50.0%
Q3 2022$282,000
-27.3%
11,697
-21.2%
0.00%0.0%
Q2 2022$388,000
-19.2%
14,847
+310.6%
0.00%0.0%
Q4 2021$480,000
+5.3%
3,616
-0.4%
0.00%0.0%
Q3 2021$456,000
+1.3%
3,632
+2.7%
0.00%0.0%
Q2 2021$450,000
-1.1%
3,538
-7.1%
0.00%
-33.3%
Q1 2021$455,000
+7.3%
3,808
+2.4%
0.00%0.0%
Q4 2020$424,000
+16.5%
3,720
+2.8%
0.00%
+50.0%
Q3 2020$364,000
+11.0%
3,618
+2.2%
0.00%0.0%
Q2 2020$328,000
+5.8%
3,541
-10.5%
0.00%
-33.3%
Q1 2020$310,000
-42.1%
3,955
-26.7%
0.00%0.0%
Q4 2019$535,000
+8.7%
5,397
+1.0%
0.00%0.0%
Q3 2019$492,000
+1.4%
5,343
+1.0%
0.00%0.0%
Q2 2019$485,000
+1.3%
5,2900.0%0.00%0.0%
Q1 2019$479,000
+15.4%
5,290
+0.8%
0.00%0.0%
Q4 2018$415,000
-20.2%
5,249
-7.2%
0.00%
-25.0%
Q3 2018$520,000
+11.3%
5,655
+7.0%
0.00%
+33.3%
Q2 2018$467,000
+2.0%
5,286
+2.9%
0.00%0.0%
Q1 2018$458,000
-20.3%
5,139
-19.7%
0.00%
-40.0%
Q4 2017$575,000
-2.2%
6,403
-6.0%
0.01%0.0%
Q3 2017$588,000
+6.7%
6,811
+2.1%
0.01%0.0%
Q2 2017$551,000
+18.2%
6,673
+14.6%
0.01%
+25.0%
Q1 2017$466,000
+11.2%
5,823
+4.0%
0.00%0.0%
Q4 2016$419,000
-14.1%
5,598
-14.2%
0.00%
-20.0%
Q3 2016$488,000
+6.6%
6,521
+1.1%
0.01%0.0%
Q2 2016$458,000
+32.4%
6,450
+32.3%
0.01%
+25.0%
Q1 2016$346,000
+12.3%
4,876
+11.2%
0.00%0.0%
Q4 2015$308,0004,3840.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 2,620$329,0000.02%
BALLAST ADVISORS LLC 236$30,0000.01%
HORIZON FINANCIAL SERVICES, LLC 110$14,0000.01%
ADIRONDACK TRUST CO 125$17,0000.01%
PNC FINANCIAL SERVICES GROUP, INC. 37,687$4,735,0000.00%
HARBOUR INVESTMENTS, INC. 680$85,0000.00%
TRUIST FINANCIAL CORP 9,743$1,224,0000.00%
Citadel Advisors 70,505$8,857,0000.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,632$456,0000.00%
STATE STREET CORP 359,500$45,161,0000.00%
View complete list of SPDR INDEX SHS FDS shareholders