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

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 116 filers reported holding SPDR INDEX SHS FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2017$879,000
+41.8%
23,078
+34.2%
0.01%
+33.3%
Q4 2016$620,000
+34.2%
17,202
+37.1%
0.01%
+50.0%
Q3 2016$462,000
-37.7%
12,551
-40.7%
0.00%
-50.0%
Q2 2016$741,000
-25.2%
21,158
-25.2%
0.01%
-27.3%
Q1 2016$991,000
-60.8%
28,271
-62.7%
0.01%
-62.1%
Q4 2015$2,525,000
-52.9%
75,698
-52.1%
0.03%
-54.7%
Q3 2015$5,364,000
+102.3%
157,958
+147.1%
0.06%
+106.5%
Q2 2015$2,651,000
-22.4%
63,935
-13.8%
0.03%
-26.2%
Q1 2015$3,415,000
-60.4%
74,197
-63.8%
0.04%
-35.4%
Q4 2014$8,616,000
+71.1%
205,034
+88.4%
0.06%
-25.3%
Q3 2014$5,036,000
+20.5%
108,812
+33.6%
0.09%
+11.5%
Q2 2014$4,178,000
+7.7%
81,436
+1.9%
0.08%
-6.0%
Q1 2014$3,881,000
+113.2%
79,881
+108.3%
0.08%
+33.9%
Q4 2013$1,820,000
-47.5%
38,347
-48.4%
0.06%
-44.1%
Q3 2013$3,467,000
+5.5%
74,319
-1.3%
0.11%
+27.6%
Q2 2013$3,285,00075,2620.09%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2016
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 90,468$3,524,0002.39%
Silver Lake Advisory, LLC 86,679$3,376,0002.18%
Merriman Wealth Management, LLC 162,683$6,337,0001.28%
Harborview Advisors, LLC 37,866$1,475,0001.19%
Allen Capital Group, LLC 86,683$3,360,0001.04%
Mount Lucas Management LP 129,680$5,051,0000.90%
Mount Yale Investment Advisors, LLC 124,489$4,981,0000.89%
INVESTMENT PARTNERS, LTD. 25,511$994,0000.72%
MERCER GLOBAL ADVISORS INC /ADV 620,823$24,181,0000.57%
180 WEALTH ADVISORS, LLC 31,695$1,246,0000.55%
View complete list of SPDR INDEX SHS FDS shareholders