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 160 filers reported holding SPDR INDEX SHS FDS in Q4 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 Q4 2019
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 476,342$19,968,0008.56%
PRING TURNER CAPITAL GROUP INC 86,790$3,638,0004.04%
Madrona Financial Services, LLC 48,273$2,024,0002.03%
Morningstar Investment Services LLC 1,008,660$42,283,0001.84%
Retirement Planning Group, LLC 92,264$3,868,0001.54%
Sterneck Capital Management, LLC 60,601$2,540,0001.37%
Smart Portfolios, LLC 27,440$1,216,0001.35%
PVG Asset Management 92,241$3,866,770,0001.16%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,575$1,701,0000.82%
Coastline Trust Co 85,064$3,566,0000.73%
View complete list of SPDR INDEX SHS FDS shareholders