Evercore Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 121 filers reported holding SPDR INDEX SHS FDS in Q3 2015. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2016$19,000
+5.6%
5040.0%0.00%0.0%
Q2 2016$18,0000.0%5040.0%0.00%0.0%
Q1 2016$18,000
+5.9%
5040.0%0.00%0.0%
Q4 2015$17,0000.0%5040.0%0.00%0.0%
Q3 2015$17,000
-19.0%
5040.0%0.00%0.0%
Q2 2015$21,0000.0%5040.0%0.00%0.0%
Q1 2015$21,0005040.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2015
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