Dougherty Wealth Advisers LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEU and the CUSIP is 78463X103. A total of 55 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$33,000
-8.3%
8400.0%0.05%0.0%
Q4 2021$36,000
+5.9%
8400.0%0.05%
-2.0%
Q3 2021$34,000
-34.6%
840
-32.8%
0.05%
-33.8%
Q2 2021$52,000
+6.1%
1,2500.0%0.08%
+4.1%
Q1 2021$49,000
+4.3%
1,2500.0%0.07%0.0%
Q4 2020$47,000
+14.6%
1,2500.0%0.07%
-47.5%
Q3 2020$41,000
+5.1%
1,2500.0%0.14%
-1.4%
Q2 2020$39,000
+14.7%
1,2500.0%0.14%
+5.9%
Q1 2020$34,000
-26.1%
1,2500.0%0.14%
-4.3%
Q4 2019$46,000
+9.5%
1,2500.0%0.14%
+2.2%
Q3 2019$42,000
-2.3%
1,2500.0%0.14%
+14.0%
Q2 2019$43,000
+4.9%
1,2500.0%0.12%
-12.9%
Q1 2019$41,000
+5.1%
1,2500.0%0.14%
+8.6%
Q4 2018$39,0001,2500.13%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 222,410$6,648,0005.39%
XPONANCE, INC. 249,850$7,464,0002.90%
Weatherstone Capital Management 111,616$3,750,0000.92%
Allen Capital Group, LLC 53,757$1,666,0000.59%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,280$367,0000.19%
MURPHY CAPITAL MANAGEMENT INC 36,750$1,098,0000.18%
WEALTHSOURCE PARTNERS, LLC 18,754$561,0000.16%
Dougherty Wealth Advisers LLC 1,250$39,0000.13%
Beacon Pointe Wealth Advisors, LLC 11,925$349,0000.13%
Cypress Wealth Services, LLC 9,638$288,0000.11%
View complete list of SPDR INDEX SHS FDS shareholders