Tortoise Investment Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,316,188
-0.1%
62,008
-1.9%
0.49%
+0.2%
Q2 2023$3,319,052
+2.3%
63,208
-1.3%
0.49%
-4.6%
Q1 2023$3,244,791
+4.4%
64,063
+0.9%
0.52%
-5.0%
Q4 2022$3,107,152
+24.3%
63,489
+15.7%
0.54%
+11.9%
Q3 2022$2,500,000
+11.1%
54,883
+18.6%
0.49%
+10.2%
Q2 2022$2,251,000
-3.3%
46,265
+12.6%
0.44%
+2.3%
Q1 2022$2,328,000
-9.9%
41,076
-5.7%
0.43%
-11.0%
Q4 2021$2,584,000
+16.1%
43,576
+14.8%
0.48%
+7.6%
Q3 2021$2,226,000
+3.2%
37,946
+7.9%
0.45%
+1.1%
Q2 2021$2,157,000
+10.3%
35,169
-0.4%
0.44%
+3.7%
Q1 2021$1,955,000
+5.3%
35,294
-1.9%
0.43%
+1.2%
Q4 2020$1,857,000
+8.8%
35,974
-6.5%
0.42%
+1.9%
Q3 2020$1,707,000
+8.2%
38,462
-0.5%
0.42%
+2.0%
Q2 2020$1,578,000
+68.8%
38,657
+36.9%
0.41%
+50.6%
Q1 2020$935,000
-6.3%
28,244
+30.3%
0.27%
+15.3%
Q4 2019$998,000
+7.3%
21,676
+1.3%
0.24%
-2.1%
Q3 2019$930,000
+9.9%
21,399
+13.1%
0.24%
+12.1%
Q2 2019$846,000
-2.9%
18,924
-3.2%
0.21%
-6.1%
Q1 2019$871,000
+8.2%
19,544
-0.5%
0.23%
+4.6%
Q4 2018$805,000
-12.0%
19,649
-3.8%
0.22%
-9.2%
Q3 2018$915,000
+23.8%
20,420
+31.1%
0.24%
+18.2%
Q2 2018$739,000
-7.6%
15,576
+2.2%
0.20%
-8.1%
Q1 2018$800,000
+7.1%
15,246
+6.1%
0.22%
+3.3%
Q4 2017$747,000
+11.8%
14,371
+6.6%
0.21%
+5.4%
Q3 2017$668,000
+5.9%
13,476
-0.4%
0.20%
-0.5%
Q2 2017$631,000
+18.6%
13,526
+15.4%
0.20%
+17.2%
Q1 2017$532,000
+24.9%
11,726
+9.3%
0.17%
+18.4%
Q4 2016$426,000
-25.7%
10,726
-19.2%
0.15%
-24.2%
Q3 2016$573,000
+25.7%
13,276
+14.7%
0.19%
+22.0%
Q2 2016$456,0000.0%11,576
-1.3%
0.16%
-3.0%
Q1 2016$456,000
-12.1%
11,726
-14.9%
0.16%
-11.8%
Q4 2015$519,000
-6.8%
13,776
-8.6%
0.19%
-12.3%
Q3 2015$557,000
-46.3%
15,079
-34.5%
0.21%
-45.5%
Q2 2015$1,037,000
-3.9%
23,016
-4.6%
0.39%
-5.4%
Q1 2015$1,079,000
+7.8%
24,121
+6.8%
0.41%
+2.5%
Q4 2014$1,001,000
-6.0%
22,575
+1.7%
0.40%
-10.3%
Q3 2014$1,065,000
+5.9%
22,195
+11.0%
0.45%
+6.4%
Q2 2014$1,006,000
+22.1%
20,001
+15.1%
0.42%
+10.5%
Q1 2014$824,000
+12.3%
17,375
+10.0%
0.38%
+89.1%
Q4 2013$734,000
+117.8%
15,800
+113.5%
0.20%
-1.0%
Q3 2013$337,000
-2.3%
7,400
-5.7%
0.20%
-11.0%
Q2 2013$345,000
+11.7%
7,850
+21.7%
0.23%
+3.2%
Q1 2013$309,000
+4.0%
6,450
+1.2%
0.22%
-6.0%
Q4 2012$297,0006,3750.24%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 42,783$2,538,0002.24%
N.E.W. Advisory Services LLC 185,311$10,991,0001.66%
Transamerica Financial Advisors, Inc. 877$53,0001.43%
Great Point Wealth Advisors, LLC 74,075$4,393,0001.35%
WESCAP Management Group, Inc. 68,556$4,066,0001.12%
INNEALTA CAPITAL, LLC 36,421$2,160,0001.07%
Kohmann Bosshard Financial Services, LLC 83,940$5,062,0001.02%
Crestone Asset Management LLC 84,000$4,982,0001.00%
RPg Family Wealth Advisory, LLC 40,133$2,380,310,0000.94%
Camelot Portfolios, LLC 34,480$2,045,0000.82%
View complete list of SPDR INDEX SHS FDS shareholders