LPL Financial LLC - 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
LPL Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$16,313,827
+87.7%
305,045
+84.3%
0.01%
+83.3%
Q2 2023$8,690,735
-15.1%
165,506
-18.1%
0.01%
-25.0%
Q1 2023$10,232,938
-9.0%
202,032
-12.1%
0.01%
-20.0%
Q4 2022$11,249,902
+16.8%
229,871
+8.7%
0.01%
+11.1%
Q3 2022$9,631,000
+9.5%
211,394
+16.9%
0.01%
+12.5%
Q2 2022$8,794,000
-12.4%
180,760
+2.0%
0.01%
-11.1%
Q1 2022$10,039,000
+55.6%
177,154
+62.8%
0.01%
+80.0%
Q4 2021$6,453,000
+35.0%
108,797
+33.5%
0.01%
+25.0%
Q3 2021$4,780,000
+39.0%
81,507
+45.3%
0.00%
+33.3%
Q2 2021$3,439,000
+7.7%
56,085
-2.7%
0.00%
-25.0%
Q1 2021$3,192,000
+10.3%
57,629
+2.8%
0.00%0.0%
Q4 2020$2,895,000
+150.4%
56,075
+115.2%
0.00%
+100.0%
Q3 2020$1,156,000
-53.9%
26,053
-57.6%
0.00%
-50.0%
Q2 2020$2,508,000
+21.5%
61,427
-1.5%
0.00%0.0%
Q1 2020$2,064,000
-29.1%
62,345
-1.4%
0.00%
-20.0%
Q4 2019$2,913,000
+10.0%
63,246
+3.8%
0.01%0.0%
Q3 2019$2,648,000
-7.1%
60,952
-4.4%
0.01%
-16.7%
Q2 2019$2,851,000
-0.6%
63,786
-0.9%
0.01%
-14.3%
Q1 2019$2,869,000
+3.6%
64,362
-4.7%
0.01%0.0%
Q4 2018$2,768,000
-18.9%
67,561
-11.3%
0.01%
-12.5%
Q3 2018$3,411,000
-4.7%
76,161
+0.9%
0.01%
-11.1%
Q2 2018$3,580,000
-7.1%
75,456
+2.8%
0.01%
-18.2%
Q1 2018$3,854,000
+68.4%
73,428
+66.9%
0.01%
+57.1%
Q4 2017$2,288,000
+12.7%
44,006
+7.4%
0.01%0.0%
Q3 2017$2,031,000
+3.2%
40,991
-2.8%
0.01%0.0%
Q2 2017$1,968,000
+32.2%
42,167
+29.3%
0.01%
-30.0%
Q1 2017$1,489,000
+16.0%
32,602
+2.0%
0.01%0.0%
Q4 2016$1,284,000
-12.4%
31,960
-5.9%
0.01%
-28.6%
Q3 2016$1,465,000
+107.8%
33,964
+88.7%
0.01%
+133.3%
Q2 2016$705,000
-51.5%
17,999
-52.9%
0.01%
+50.0%
Q1 2016$1,455,000
+6.6%
38,250
+4.0%
0.00%0.0%
Q4 2015$1,365,000
+50.5%
36,794
+57.0%
0.00%
-20.0%
Q3 2015$907,000
-20.9%
23,440
-11.1%
0.01%
-16.7%
Q2 2015$1,146,000
-4.9%
26,361
-1.1%
0.01%0.0%
Q1 2015$1,205,000
+4.2%
26,659
+2.3%
0.01%0.0%
Q4 2014$1,156,000
-3.7%
26,062
+2.7%
0.01%
-14.3%
Q3 2014$1,201,000
-95.0%
25,367
-94.7%
0.01%
-95.0%
Q2 2014$23,894,000
+2551.9%
474,930
+2399.6%
0.14%
+2216.7%
Q1 2014$901,000
-24.3%
19,000
-26.0%
0.01%
-14.3%
Q4 2013$1,191,000
+3.0%
25,667
+6.3%
0.01%
-12.5%
Q3 2013$1,156,000
-22.5%
24,140
-28.8%
0.01%
-27.3%
Q2 2013$1,492,00033,9040.01%
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