Creative Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 125 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is 9.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$210,098,522
+0.4%
3,928,544
-1.4%
0.28%
+0.4%
Q2 2023$209,316,762
+8.1%
3,986,227
+4.3%
0.28%0.0%
Q1 2023$193,640,129
+1.0%
3,823,102
-2.4%
0.28%
-3.1%
Q4 2022$191,762,267
+14.8%
3,918,314
+6.8%
0.29%
-0.3%
Q3 2022$167,099,000
-0.4%
3,667,677
+6.4%
0.29%
+4.7%
Q2 2022$167,750,000
-20.5%
3,448,095
-7.4%
0.28%
-15.6%
Q1 2022$211,124,000
-8.8%
3,725,491
-4.6%
0.33%
-12.1%
Q4 2021$231,512,000
+7.5%
3,903,415
+6.3%
0.37%
-2.6%
Q3 2021$215,310,000
-1.0%
3,671,100
+3.5%
0.38%
-1.0%
Q2 2021$217,533,000
+8.3%
3,547,512
-2.1%
0.39%
-4.7%
Q1 2021$200,785,000
+6.6%
3,624,929
-0.6%
0.40%
-2.2%
Q4 2020$188,291,000
+15.3%
3,646,938
-0.9%
0.41%
-2.8%
Q3 2020$163,274,000
+6.2%
3,678,995
-2.3%
0.43%
-4.3%
Q2 2020$153,801,000
+15.5%
3,766,855
-6.3%
0.44%
-5.7%
Q1 2020$133,117,000
+22.7%
4,020,458
+70.7%
0.47%
+44.8%
Q4 2019$108,487,000
+10.4%
2,355,347
+4.1%
0.33%
+1.9%
Q3 2019$98,299,000
+261.2%
2,262,875
+271.7%
0.32%
+247.8%
Q2 2019$27,213,000
+182.3%
608,782
+181.4%
0.09%
+162.9%
Q1 2019$9,641,000
+85.7%
216,305
+70.7%
0.04%
+66.7%
Q4 2018$5,191,000
+58.4%
126,705
+73.2%
0.02%
+75.0%
Q3 2018$3,277,000
+26.3%
73,167
+33.8%
0.01%
+20.0%
Q2 2018$2,594,000
-6.3%
54,674
+3.7%
0.01%
-9.1%
Q1 2018$2,769,000
+20.4%
52,745
+19.3%
0.01%
+10.0%
Q4 2017$2,299,000
+30.4%
44,210
+24.2%
0.01%
+25.0%
Q3 2017$1,763,000
+9.6%
35,589
+3.2%
0.01%0.0%
Q2 2017$1,609,000
+28.2%
34,482
+24.7%
0.01%
+14.3%
Q1 2017$1,255,000
+19.0%
27,652
+4.1%
0.01%
+16.7%
Q4 2016$1,055,000
-29.8%
26,561
-23.7%
0.01%
-40.0%
Q3 2016$1,503,000
+31.4%
34,829
+18.6%
0.01%
+25.0%
Q2 2016$1,144,000
+57.8%
29,374
+55.2%
0.01%
+33.3%
Q1 2016$725,000
-19.1%
18,927
-20.3%
0.01%
-14.3%
Q4 2015$896,000
+107.9%
23,753
+103.7%
0.01%
+75.0%
Q3 2015$431,000
-17.0%
11,663
+0.5%
0.00%
-20.0%
Q1 2015$519,000
+4.4%
11,602
+3.5%
0.01%0.0%
Q4 2014$497,000
+51.5%
11,210
+64.0%
0.01%
+25.0%
Q3 2014$328,000
+331.6%
6,835
+354.8%
0.00%
+300.0%
Q2 2014$76,0001,503
+14930.0%
0.00%
Q1 2014$0100.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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