Pure Financial Advisors, LLC - 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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pure Financial Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$5,258,827
+8.2%
93,143
+2.5%
0.18%
-9.0%
Q3 2023$4,861,562
+0.9%
90,904
-0.9%
0.20%
-2.5%
Q2 2023$4,817,789
+3.8%
91,750
+0.1%
0.20%
-5.1%
Q1 2023$4,641,429
+6.0%
91,637
+2.5%
0.22%
-4.9%
Q4 2022$4,377,077
+26.1%
89,438
+17.4%
0.23%
+11.9%
Q3 2022$3,471,000
+25.9%
76,185
+34.5%
0.20%
+18.1%
Q2 2022$2,756,000
-17.6%
56,652
-4.0%
0.17%
+11.8%
Q1 2022$3,344,000
+11.5%
59,014
+16.7%
0.15%
+2.7%
Q4 2021$2,998,000
+35.2%
50,548
+33.7%
0.15%
-12.9%
Q3 2021$2,217,000
-0.3%
37,793
+4.2%
0.17%
-5.5%
Q2 2021$2,224,000
+10.0%
36,268
-0.7%
0.18%
-10.0%
Q1 2021$2,022,000
+9.3%
36,508
+1.9%
0.20%
-9.0%
Q4 2020$1,850,000
+14.1%
35,823
-1.9%
0.22%
-6.8%
Q3 2020$1,621,000
+2.3%
36,535
-5.8%
0.24%
-4.4%
Q2 2020$1,584,000
+16.8%
38,789
-5.3%
0.25%
+8.8%
Q1 2020$1,356,000
-12.1%
40,956
+22.2%
0.23%
-13.6%
Q4 2019$1,543,000
+5.8%
33,507
-0.2%
0.26%0.0%
Q3 2019$1,459,000
+3.4%
33,576
+6.4%
0.26%
+4.3%
Q2 2019$1,411,000
-1.9%
31,556
-2.3%
0.25%
-6.6%
Q1 2019$1,439,000
+11.7%
32,293
+2.7%
0.27%
+3.8%
Q4 2018$1,288,000
+20.6%
31,440
+31.8%
0.26%
+12.0%
Q3 2018$1,068,000
+7.2%
23,848
+18.6%
0.23%
-9.0%
Q3 2017$996,000
+14.0%
20,110
+7.4%
0.26%
+8.5%
Q2 2017$874,000
+10.6%
18,725
+7.6%
0.24%
+3.1%
Q1 2017$790,000
+33.9%
17,404
+17.1%
0.23%
+29.4%
Q4 2016$590,000
-7.2%
14,857
+0.7%
0.18%
-13.2%
Q3 2016$636,000
+23.5%
14,747
+12.8%
0.20%
+15.3%
Q2 2016$515,000
+12.7%
13,073
+11.9%
0.18%
+7.9%
Q1 2016$457,000
+36.4%
11,683
+31.4%
0.16%
+13.1%
Q4 2015$335,000
-7.5%
8,890
-9.3%
0.14%
-14.2%
Q3 2015$362,000
+63.8%
9,799
+96.8%
0.17%
+122.4%
Q4 2014$221,000
-7.5%
4,9780.0%0.08%
-14.6%
Q3 2014$239,000
-4.8%
4,978
-0.2%
0.09%
-3.3%
Q2 2014$251,000
+7.3%
4,9860.0%0.09%
-3.2%
Q1 2014$234,0004,9860.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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