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 ↓
Aspire Private Capital, LLC 121,129$5,069,0001.62%
Walkner Condon Financial Advisors LLC 46,267$1,944,0000.71%
Simplicity Solutions, LLC 49,091$2,054,0000.41%
Center For Asset Management LLC 7,038$295,0000.25%
GeoWealth Management, LLC 44,846$1,876,0000.24%
Allen Capital Group, LLC 25,434$1,064,0000.21%
Advisor Resource Council 37,652$1,576,0000.16%
Aveo Capital Partners, LLC 17,683$740,0000.16%
Truadvice, LLC 16,269$689,0000.15%
ASSETMARK, INC 740,106$30,973,0000.14%
View complete list of SPDR INDEX SHS FDS shareholders