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

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 14 filers reported holding SPDR INDEX SHS FDS in Q4 2015. 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
Q1 2020$211,000
-23.8%
6,262
-3.0%
0.00%0.0%
Q4 2019$277,000
+1.5%
6,453
-5.7%
0.00%0.0%
Q3 2019$273,000
-95.2%
6,846
-90.4%
0.00%
-94.6%
Q2 2019$5,676,000
-0.7%
71,007
-3.4%
0.04%
-7.5%
Q1 2019$5,718,000
+15.3%
73,500
+3.2%
0.04%
+2.6%
Q4 2018$4,958,000
-14.6%
71,222
-0.6%
0.04%
-4.9%
Q3 2018$5,809,000
+3.1%
71,679
-1.7%
0.04%
-2.4%
Q2 2018$5,632,000
+2.8%
72,904
+4.0%
0.04%0.0%
Q1 2018$5,480,000
+3.5%
70,071
+4.3%
0.04%0.0%
Q4 2017$5,296,000
+6.1%
67,157
+1.5%
0.04%0.0%
Q3 2017$4,991,000
+12.9%
66,164
+7.5%
0.04%
+5.0%
Q2 2017$4,419,000
+8.7%
61,535
+4.9%
0.04%
+5.3%
Q1 2017$4,065,000
+0.8%
58,639
-4.7%
0.04%
-2.6%
Q4 2016$4,032,000
+11.6%
61,533
+11.7%
0.04%
+11.4%
Q3 2016$3,613,000
+12.6%
55,090
+6.4%
0.04%
+6.1%
Q2 2016$3,210,000
+20.0%
51,779
+19.4%
0.03%
+13.8%
Q1 2016$2,675,000
+32.6%
43,350
+32.2%
0.03%
+26.1%
Q4 2015$2,017,000
+44.7%
32,802
+43.1%
0.02%
+35.3%
Q3 2015$1,394,000
+597.0%
22,916
+660.1%
0.02%
+750.0%
Q2 2015$200,0003,0150.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2015
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 378,464$19,108,6636.95%
Barden Capital Management, Inc. 91,425$4,616,0574.49%
UNIQUE WEALTH, LLC 132,837$6,706,9642.80%
Syntal Capital Partners, LLC 58,069$2,931,9192.28%
Advance Capital Management, Inc. 453,849$22,914,8172.12%
Sequoia Financial Advisors, LLC 1,326,794$66,989,8521.17%
ACT WEALTH MANAGEMENT, LLC 34,013$1,717,3301.15%
FINANCIAL CONSULATE, INC 38,441$1,940,8870.86%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,058$1,063,2220.72%
LVW Advisors, LLC 68,132$3,439,9850.71%
View complete list of SPDR INDEX SHS FDS shareholders