Mount Yale Investment 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 Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,048,815
-2.5%
62,274
+1.9%
0.22%0.0%
Q2 2023$2,101,195
-3.9%
61,099
-4.2%
0.22%
-9.3%
Q1 2023$2,187,235
+115.8%
63,805
+103.4%
0.25%
+113.9%
Q4 2022$1,013,749
-34.4%
31,366
-41.5%
0.12%
-43.9%
Q3 2022$1,545,000
-17.8%
53,644
-2.1%
0.20%
-13.5%
Q2 2022$1,880,000
-13.2%
54,792
-1.9%
0.24%
+0.9%
Q1 2022$2,165,000
-0.3%
55,825
-0.1%
0.24%
+4.0%
Q4 2021$2,172,000
-12.0%
55,861
-14.0%
0.23%
-20.4%
Q3 2021$2,468,000
-24.2%
64,991
-21.3%
0.28%
-27.9%
Q2 2021$3,254,000
-2.2%
82,578
-5.3%
0.39%
-9.2%
Q1 2021$3,327,000
-2.6%
87,235
-6.6%
0.43%
-9.4%
Q4 2020$3,416,000
-7.3%
93,445
-14.5%
0.48%
-8.8%
Q3 2020$3,685,000
-3.7%
109,242
-5.5%
0.52%
-23.5%
Q2 2020$3,828,000
+2.9%
115,552
-4.9%
0.69%
-18.2%
Q1 2020$3,721,000
-25.0%
121,476
-2.1%
0.84%
-2.7%
Q4 2019$4,961,000
-0.4%
124,087
-0.3%
0.86%
-3.3%
Q3 2019$4,981,000
+3.7%
124,489
-0.9%
0.89%
+0.5%
Q2 2019$4,802,000
-0.9%
125,596
-1.5%
0.89%
-2.3%
Q1 2019$4,848,000
+5.0%
127,483
+1.8%
0.91%
-3.2%
Q4 2018$4,617,000
-1.8%
125,254
-1.6%
0.94%
+14.3%
Q3 2018$4,702,000
-2.4%
127,262
+1.2%
0.82%
-9.9%
Q2 2018$4,816,000
-2.5%
125,703
+2.0%
0.91%
-14.0%
Q1 2018$4,938,000123,2431.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2018
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