Lenox Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 145 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$40,000
+2.6%
1,010
+0.1%
0.01%0.0%
Q4 2021$39,000
+2.6%
1,009
+0.3%
0.01%0.0%
Q3 2021$38,000
-5.0%
1,006
+0.2%
0.01%0.0%
Q2 2021$40,000
+5.3%
1,004
+0.4%
0.01%0.0%
Q1 2021$38,000
+2.7%
1,000
+0.1%
0.01%0.0%
Q4 2020$37,000
-47.1%
999
-51.8%
0.01%
-54.5%
Q3 2020$70,000
+2.9%
2,073
+0.8%
0.01%0.0%
Q2 2020$68,000
+9.7%
2,057
+0.8%
0.01%
-8.3%
Q1 2020$62,000
-24.4%
2,040
+0.5%
0.01%
-7.7%
Q4 2019$82,000
+5.1%
2,029
+0.9%
0.01%0.0%
Q3 2019$78,000
-1.3%
2,010
+0.6%
0.01%
-7.1%
Q2 2019$79,0001,9980.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Avidian Wealth Solutions, LLC 391,376$20,078,0007.40%
FOUNDERS BANK & TRUST 227,111$11,651,0006.46%
PRING TURNER CAPITAL GROUP INC 98,325$5,044,0004.36%
Sterneck Capital Management, LLC 72,642$3,727,0002.18%
BRINKER CAPITAL INC 351,134$18,013,0001.24%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 36,728$1,884,0000.95%
KAYS FINANCIAL ADVISORY CORP /ADV 25,428$1,304,0000.93%
MONETA GROUP INVESTMENT ADVISORS LLC 60,729$3,036,0000.86%
Harbour Capital Advisors, LLC 19,350$993,0000.78%
ProVise Management Group, LLC 62,399$3,201,0000.70%
View complete list of SPDR INDEX SHS FDS shareholders