Kalos Management, Inc. - 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
Kalos Management, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$8,769
+3.7%
1670.0%0.02%
+11.8%
Q1 2023$8,459
+3.5%
1670.0%0.02%
-5.6%
Q4 2022$8,173
-99.1%
167
-98.9%
0.02%
-93.0%
Q4 2021$944,000
+5.9%
15,588
+6.0%
0.26%
+1.6%
Q3 2021$891,000
-2.9%
14,706
-4.3%
0.25%
-32.3%
Q2 2021$918,000
+7.1%
15,359
+3.8%
0.37%
+39.3%
Q1 2021$857,000
+7.4%
14,797
+0.5%
0.27%
-21.7%
Q4 2020$798,000
-14.8%
14,725
-26.1%
0.34%
-18.4%
Q3 2020$937,000
+1.8%
19,931
-3.7%
0.42%
+7.7%
Q2 2020$920,000
+15.1%
20,706
-4.9%
0.39%
+9.0%
Q1 2020$799,000
-24.9%
21,779
-5.8%
0.36%
-8.2%
Q4 2019$1,064,000
-8.7%
23,108
-14.0%
0.39%
-16.6%
Q3 2019$1,166,000
+3.9%
26,862
-1.9%
0.46%
-8.8%
Q2 2019$1,122,000
+12.3%
27,391
+22.2%
0.51%
-21.1%
Q1 2019$999,000
-11.0%
22,424
-18.2%
0.65%
+18.1%
Q4 2018$1,123,000
+7.2%
27,413
+17.1%
0.55%
-2.7%
Q3 2018$1,048,000
-17.4%
23,408
-12.5%
0.56%
-2.3%
Q2 2018$1,268,000
-54.6%
26,741
-49.8%
0.58%
-30.4%
Q1 2018$2,796,000
+106.0%
53,286
+104.1%
0.83%
+29.5%
Q4 2017$1,357,000
+5.6%
26,106
+0.6%
0.64%
-22.9%
Q3 2017$1,285,000
-1.7%
25,941
-7.4%
0.83%
-30.8%
Q2 2017$1,307,000
+2.3%
28,011
-0.6%
1.20%
+31.9%
Q1 2017$1,278,000
+11.2%
28,168
-2.7%
0.91%
-2.4%
Q4 2016$1,149,000
-8.4%
28,938
-0.4%
0.93%
-13.2%
Q3 2016$1,254,000
+2.5%
29,064
-6.5%
1.07%
+13.0%
Q2 2016$1,223,000
+3.1%
31,072
-1.2%
0.95%
-4.2%
Q1 2016$1,186,0000.0%31,4420.0%0.99%
+11.5%
Q4 2015$1,186,00031,4420.88%
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