TWIN FOCUS CAPITAL PARTNERS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 136 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,155,278
+1.8%
21,6020.0%0.26%
+13.5%
Q2 2023$1,134,324
-15.7%
21,602
-18.7%
0.23%
-14.2%
Q1 2023$1,345,220
-2.0%
26,559
-5.3%
0.27%
-7.0%
Q4 2022$1,373,214
-16.4%
28,059
-22.2%
0.29%
-27.3%
Q3 2022$1,643,000
-15.7%
36,057
-10.0%
0.40%
-9.8%
Q2 2022$1,949,000
-15.0%
40,057
-1.0%
0.44%
-1.8%
Q1 2022$2,294,000
-5.2%
40,480
-0.7%
0.45%
-7.9%
Q4 2021$2,419,000
+1.5%
40,780
+0.3%
0.48%
-13.1%
Q3 2021$2,384,000
-17.9%
40,646
-14.2%
0.56%
-17.1%
Q2 2021$2,903,000
+10.8%
47,346
+0.1%
0.67%
-10.3%
Q1 2021$2,620,000
+2.9%
47,298
-4.1%
0.75%
-4.0%
Q4 2020$2,545,000
+15.8%
49,298
-0.4%
0.78%
-2.5%
Q3 2020$2,197,000
+8.7%
49,5030.0%0.80%
-1.4%
Q2 2020$2,021,000
+23.5%
49,503
+0.2%
0.81%
+7.3%
Q1 2020$1,637,000
-27.9%
49,428
+0.3%
0.76%
+3.6%
Q4 2019$2,270,000
+6.1%
49,2750.0%0.73%
-13.4%
Q3 2019$2,140,000
-2.7%
49,275
+0.2%
0.84%
-8.9%
Q2 2019$2,199,000
+0.3%
49,1960.0%0.92%
-10.0%
Q1 2019$2,193,000
+9.2%
49,196
+0.4%
1.03%
+14.5%
Q4 2018$2,008,000
-8.5%
49,0160.0%0.90%
-20.7%
Q3 2018$2,195,000
-5.6%
49,0160.0%1.13%
-4.8%
Q2 2018$2,326,000
-9.5%
49,016
+0.2%
1.19%
-6.9%
Q1 2018$2,569,000
+0.9%
48,9400.0%1.28%
-1.1%
Q4 2017$2,545,000
+5.3%
48,940
+0.3%
1.29%
+3.2%
Q3 2017$2,417,000
+6.1%
48,7790.0%1.25%
+0.3%
Q2 2017$2,277,000
+2.9%
48,779
+0.1%
1.25%
-6.3%
Q1 2017$2,212,000
+14.3%
48,7520.0%1.33%
+5.7%
Q4 2016$1,936,000
-7.7%
48,752
+0.3%
1.26%
-13.3%
Q3 2016$2,097,000
+9.7%
48,5870.0%1.45%
-3.9%
Q2 2016$1,912,000
+1.2%
48,587
+0.1%
1.51%
-15.5%
Q1 2016$1,889,000
+13.2%
48,559
+9.8%
1.79%
+6.6%
Q4 2015$1,668,000
+11.1%
44,237
+8.9%
1.68%
-12.4%
Q3 2015$1,501,000
-2.2%
40,606
+19.2%
1.92%
+10.9%
Q2 2015$1,535,000
-87.2%
34,079
-87.3%
1.73%
-81.6%
Q1 2015$11,981,000
+927.5%
267,742
+918.6%
9.40%
+592.5%
Q4 2014$1,166,000
+14.5%
26,286
+23.9%
1.36%
+35.9%
Q3 2014$1,018,000
+11.6%
21,217
+17.1%
1.00%
-2.5%
Q2 2014$912,000
+6.0%
18,1200.0%1.02%
+0.4%
Q1 2014$860,000
+2.9%
18,120
+0.6%
1.02%
+23.9%
Q4 2013$836,000
+2.1%
18,0110.0%0.82%
+5.6%
Q3 2013$819,000
+167.6%
18,011
+159.1%
0.78%
+148.4%
Q2 2013$306,0006,9510.31%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2019
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