CABOT WEALTH MANAGEMENT INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 129 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is 9.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,101
+0.8%
39,278
-1.1%
0.32%
+3.5%
Q2 2023$2,085
+2.5%
39,716
-1.1%
0.31%
-3.1%
Q1 2023$2,034
+5.2%
40,162
+1.6%
0.32%
-1.5%
Q4 2022$1,934
-99.9%
39,516
+6.9%
0.33%
+14.4%
Q3 2022$1,684,000
-8.7%
36,964
-2.5%
0.28%
-2.7%
Q2 2022$1,844,000
-9.9%
37,906
+5.0%
0.29%
+6.5%
Q1 2022$2,046,000
-0.5%
36,104
+4.1%
0.28%
+5.4%
Q4 2021$2,057,000
+26.3%
34,681
+24.9%
0.26%
+19.2%
Q3 2021$1,629,000
-3.8%
27,770
+0.6%
0.22%
-3.1%
Q2 2021$1,693,000
+20.3%
27,614
+8.7%
0.23%
+13.6%
Q1 2021$1,407,000
+17.2%
25,408
+9.3%
0.20%
+8.2%
Q4 2020$1,200,00023,2400.18%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 562,517$30,083,4194.40%
AFFINITY WEALTH MANAGEMENT LLC 320,783$17,155,4573.95%
Great Point Wealth Advisors, LLC 141,968$7,592,4342.28%
CarsonAllaria Wealth Management, Ltd. 38,032$2,033,9551.65%
WESCAP Management Group, Inc. 78,239$4,184,2041.49%
N.E.W. Advisory Services LLC 171,037$9,147,1531.30%
RPg Family Wealth Advisory, LLC 49,525$2,648,5971.09%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1,792,820$95,880,0131.04%
Camelot Portfolios, LLC 15,311$818,8580.78%
Kathleen S. Wright Associates Inc. 25,575$1,367,7630.76%
View complete list of SPDR INDEX SHS FDS shareholders