Asset Dedication, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 99 filers reported holding SPDR INDEX SHS FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$120.0%2220.0%0.00%0.0%
Q2 2023$12
+9.1%
2220.0%0.00%0.0%
Q1 2023$11
-15.4%
222
-16.2%
0.00%0.0%
Q4 2022$13
-99.9%
265
+19.4%
0.00%0.0%
Q3 2022$10,000
-9.1%
2220.0%0.00%
-50.0%
Q2 2022$11,000
-15.4%
2220.0%0.00%
+100.0%
Q1 2022$13,0000.0%2220.0%0.00%
-50.0%
Q4 2021$13,0000.0%2220.0%0.00%0.0%
Q3 2021$13,0000.0%2220.0%0.00%0.0%
Q2 2021$13,000
-98.5%
222
-98.6%
0.00%
-99.0%
Q1 2021$895,000
+49.9%
16,375
+40.7%
0.20%
+69.7%
Q4 2020$597,000
+22.8%
11,638
+2.8%
0.12%
+11.2%
Q3 2020$486,000
+38.5%
11,319
+28.6%
0.11%
+11.5%
Q2 2020$351,000
+26.7%
8,804
+3.1%
0.10%
+17.1%
Q1 2020$277,000
-57.3%
8,541
-39.8%
0.08%
-55.2%
Q4 2019$649,000
+13.5%
14,181
+7.6%
0.18%
-3.7%
Q3 2019$572,000
-1.0%
13,176
+1.4%
0.19%
+2.2%
Q2 2019$578,000
-60.7%
12,993
-60.7%
0.19%
-63.7%
Q1 2019$1,472,000
+26.5%
33,083
+15.7%
0.51%
+7.1%
Q4 2018$1,164,000
+2.4%
28,606
+12.1%
0.48%
+11.9%
Q3 2018$1,137,000
+4.6%
25,511
+10.5%
0.43%
+15.1%
Q2 2018$1,087,000
-5.2%
23,097
+5.6%
0.37%
-34.8%
Q1 2018$1,147,000
+49.5%
21,866
+48.3%
0.57%
+84.1%
Q4 2017$767,000
+9.9%
14,746
+3.7%
0.31%
-8.3%
Q3 2017$698,000
+14.2%
14,215
+7.5%
0.34%
+9.8%
Q2 2017$611,000
-4.8%
13,223
-6.7%
0.31%
-11.5%
Q1 2017$642,000
-14.4%
14,167
-25.0%
0.35%
-20.2%
Q4 2016$750,000
-9.7%
18,884
-1.9%
0.44%
-17.1%
Q3 2016$831,000
+7.5%
19,240
-2.1%
0.52%
-2.2%
Q2 2016$773,000
-5.7%
19,660
-6.7%
0.54%
-10.9%
Q1 2016$820,000
+8.2%
21,079
+4.9%
0.60%
+21.3%
Q4 2015$758,00020,0940.50%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2017
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