Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 118 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10,134,989
+1.6%
189,510
-0.3%
0.40%
-1.0%
Q2 2023$9,976,842
+1.4%
189,999
-2.2%
0.40%
-6.1%
Q1 2023$9,840,559
+4.5%
194,285
+0.9%
0.43%
-3.8%
Q4 2022$9,419,144
+21.5%
192,463
+13.1%
0.44%
+9.4%
Q3 2022$7,753,000
+0.1%
170,162
+6.9%
0.41%0.0%
Q2 2022$7,742,000
+0.9%
159,131
+17.6%
0.41%
+6.3%
Q1 2022$7,671,000
-9.5%
135,359
-5.3%
0.38%
-9.7%
Q4 2021$8,474,000
+14.4%
142,870
+13.1%
0.42%
+0.2%
Q3 2021$7,410,000
-5.6%
126,347
-1.3%
0.42%
-11.2%
Q2 2021$7,850,000
+35.5%
128,023
+22.4%
0.48%
+2.4%
Q1 2021$5,792,000
-12.2%
104,566
-18.1%
0.46%
-7.8%
Q4 2020$6,595,000
+16.0%
127,728
-0.3%
0.50%
+3.5%
Q3 2020$5,685,000
+8.5%
128,094
-0.1%
0.49%
-0.6%
Q2 2020$5,238,000
+18.4%
128,276
-4.0%
0.49%
+1.2%
Q1 2020$4,423,000
+261.7%
133,589
+403.0%
0.48%
+260.4%
Q4 2019$1,223,000
+6.1%
26,557
+0.1%
0.13%
-4.3%
Q3 2019$1,153,000
+8.4%
26,537
+11.5%
0.14%
+0.7%
Q2 2019$1,064,000
+19.4%
23,792
+19.0%
0.14%
+6.9%
Q1 2019$891,000
+4.3%
19,989
-4.1%
0.13%
-10.3%
Q4 2018$854,000
-25.1%
20,841
-18.1%
0.14%
-28.2%
Q3 2018$1,140,000
+21.5%
25,460
+28.8%
0.20%
+14.8%
Q2 2018$938,000
+12.9%
19,764
+24.9%
0.18%
+7.3%
Q1 2018$831,000
+75.7%
15,828
+74.1%
0.16%
+62.4%
Q4 2017$473,000
+5.1%
9,091
+0.0%
0.10%
-2.9%
Q3 2017$450,000
+3.9%
9,089
-1.9%
0.10%
-1.0%
Q2 2017$433,000
-11.1%
9,269
-13.7%
0.10%
-13.2%
Q1 2017$487,000
+14.1%
10,739
-0.1%
0.12%
+15.2%
Q4 2016$427,000
+65.5%
10,747
+63.9%
0.10%
+54.4%
Q2 2016$258,000
-34.4%
6,558
-35.0%
0.07%
-28.4%
Q1 2016$393,000
-37.9%
10,095
-39.8%
0.10%
-38.3%
Q4 2015$633,000
-34.5%
16,773
-35.9%
0.15%
-32.5%
Q3 2015$967,000
+68.5%
26,158
+105.2%
0.23%
+71.4%
Q2 2015$574,000
-4.5%
12,750
-5.1%
0.13%
-7.6%
Q1 2015$601,000
-13.4%
13,430
-14.1%
0.14%
-15.3%
Q4 2014$694,000
+106.5%
15,643
+123.1%
0.17%
+109.9%
Q3 2014$336,000
-4.5%
7,012
+0.3%
0.08%
-6.9%
Q2 2014$352,000
+6.0%
6,9940.0%0.09%0.0%
Q1 2014$332,000
-31.5%
6,994
-33.1%
0.09%
-36.5%
Q4 2013$485,000
+53.5%
10,448
+50.4%
0.14%
+38.4%
Q3 2013$316,000
+3.6%
6,946
+0.4%
0.10%
-2.9%
Q2 2013$305,0006,9210.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Great Point Wealth Advisors, LLC 76,469$3,948,0001.69%
N.E.W. Advisory Services LLC 155,216$7,992,0001.68%
Transamerica Financial Advisors, Inc. 1,186$62,0001.28%
INNEALTA CAPITAL, LLC 37,121$1,917,0001.13%
Relaxing Retirement Coach 19,400$1,002,0001.09%
IndexIQ Advisors LLC 567,143$29,282,0001.08%
WESCAP Management Group, Inc. 65,914$3,403,0001.02%
RPg Family Wealth Advisory, LLC 39,217$2,024,824,0000.96%
B. Riley Wealth Management, Inc. 133,582$6,897,0000.89%
Camelot Portfolios, LLC 32,264$1,666,0000.87%
View complete list of SPDR INDEX SHS FDS shareholders