Harborview Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 146 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Harborview Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2021$1,872,000
+1.0%
49,315
+4.8%
1.05%
+1.1%
Q2 2021$1,854,000
-1.6%
47,051
-4.8%
1.04%
-8.9%
Q1 2021$1,884,000
+9.9%
49,403
+5.3%
1.14%
-0.8%
Q4 2020$1,715,000
+11.7%
46,903
+3.1%
1.15%
-2.0%
Q3 2020$1,535,000
-0.6%
45,501
-2.4%
1.17%
-8.2%
Q2 2020$1,544,000
+12.0%
46,614
+3.6%
1.28%
-7.0%
Q1 2020$1,378,000
-7.6%
44,997
+21.2%
1.37%
+20.0%
Q4 2019$1,492,000
+1.2%
37,121
-2.0%
1.14%
-3.5%
Q3 2019$1,475,000
+0.3%
37,866
+1.4%
1.19%
-0.3%
Q2 2019$1,470,000
+2.7%
37,350
-0.7%
1.19%
-4.1%
Q1 2019$1,431,000
+14.8%
37,632
+5.6%
1.24%
-15.1%
Q4 2018$1,246,000
+40.0%
35,632
+51.7%
1.46%
+61.3%
Q3 2018$890,000
+36.1%
23,483
+37.5%
0.90%
+50.1%
Q2 2018$654,000
-13.0%
17,080
-9.0%
0.60%
-15.5%
Q1 2018$752,000
+0.8%
18,777
+3.7%
0.71%
+0.1%
Q4 2017$746,00018,1040.71%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2018
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