Transamerica Financial Advisors, 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
Transamerica Financial Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,614
+3.9%
86,262
+2.0%
0.62%
+8.3%
Q2 2023$4,442
+8.4%
84,591
+4.6%
0.58%
+6.5%
Q1 2023$4,097
-0.2%
80,872
-3.6%
0.54%
-7.5%
Q4 2022$4,106
-99.9%
83,883
-2.4%
0.58%
+1.4%
Q3 2022$3,916,000
-2.2%
85,942
+4.4%
0.58%
+1.8%
Q2 2022$4,004,000
+9211.6%
82,283
+10784.0%
0.57%
-63.1%
Q1 2022$43,000
-18.9%
756
-13.8%
1.54%
+7.1%
Q4 2021$53,000
+3.9%
877
+2.7%
1.43%
+0.3%
Q3 2021$51,000
-13.6%
854
-10.5%
1.43%
-1.0%
Q2 2021$59,000
+7.3%
954
-3.1%
1.44%
+7.7%
Q1 2021$55,000
-11.3%
985
-16.9%
1.34%
+4.7%
Q4 2020$62,000
-16.2%
1,186
-28.6%
1.28%
-4.7%
Q3 2020$74,000
-97.5%
1,660
-97.7%
1.34%
+106.6%
Q2 2020$2,964,000
+4759.0%
72,594
+3879.9%
0.65%
-40.2%
Q1 2020$61,000
-35.1%
1,824
-10.6%
1.09%
-16.5%
Q4 2019$94,000
-6.9%
2,040
-12.0%
1.30%
+1.3%
Q3 2019$101,000
-95.8%
2,318
-95.7%
1.28%
+147.1%
Q2 2019$2,410,000
+623.7%
53,911
+622.1%
0.52%
-73.5%
Q1 2019$333,000
-88.0%
7,466
-89.0%
1.96%
+176.2%
Q4 2018$2,770,000
-0.1%
67,592
+9.2%
0.71%
+20.7%
Q3 2018$2,772,000
-0.9%
61,883
+4.9%
0.59%
-4.8%
Q2 2018$2,798,000
-9.4%
58,965
+0.3%
0.62%
+35.7%
Q1 2018$3,087,000
-8.2%
58,798
-9.1%
0.46%
+2.5%
Q4 2017$3,363,000
-27.7%
64,671
-31.1%
0.44%
-22.6%
Q3 2017$4,654,000
+6.5%
93,926
+0.3%
0.58%
-3.0%
Q2 2017$4,369,000
-14.5%
93,600
-16.8%
0.59%
-3.1%
Q1 2017$5,109,000
+21.1%
112,567
+6.0%
0.61%
+21.7%
Q4 2016$4,219,000
-22.9%
106,208
-16.2%
0.50%
-15.2%
Q3 2016$5,473,000
-5.8%
126,804
-14.1%
0.59%
+1.2%
Q2 2016$5,813,000
-17.3%
147,677
-18.3%
0.59%
-1.5%
Q1 2016$7,031,000
-7.8%
180,722
-10.6%
0.60%
+6.2%
Q4 2015$7,626,000
+19.5%
202,205
+17.1%
0.56%
+9.4%
Q3 2015$6,383,000
-12.4%
172,640
+6.7%
0.51%
-1.9%
Q2 2015$7,289,000
+3.2%
161,831
+2.5%
0.52%
+6.1%
Q1 2015$7,065,000
+18.3%
157,861
+17.2%
0.49%
+4.9%
Q4 2014$5,974,000
-0.7%
134,718
+7.4%
0.47%
-13.8%
Q3 2014$6,017,000
-3.4%
125,407
+1.3%
0.54%
+0.4%
Q2 2014$6,229,000
+11.5%
123,803
+5.1%
0.54%
-2.3%
Q1 2014$5,589,000
+11.3%
117,802
+8.9%
0.56%
+1.8%
Q4 2013$5,021,000
+8.4%
108,171
+6.3%
0.54%
-9.3%
Q3 2013$4,630,000
+16.9%
101,759
+13.0%
0.60%
-7.3%
Q2 2013$3,962,00090,0150.65%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
IndexIQ Advisors LLC 737,500$33,217,0002.12%
TWIN FOCUS CAPITAL PARTNERS, LLC 34,079$1,535,0001.73%
Choate Investment Advisors 658,956$29,679,378,0001.71%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 201,684$9,084,0001.03%
Retirement Planning Group, LLC 55,861$2,516,0001.03%
CAPE ANN SAVINGS BANK 8,897$401,0000.57%
Transamerica Financial Advisors, Inc. 161,831$7,289,0000.52%
Tortoise Investment Management, LLC 23,016$1,037,0000.39%
MARTIN & CO INC /TN/ 25,398$1,144,0000.37%
ALESCO ADVISORS LLC 83,758$3,772,0000.33%
View complete list of SPDR INDEX SHS FDS shareholders