VISTA INVESTMENT MANAGEMENT - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 140 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$756,902
+3.9%
14,153
+2.0%
0.40%
+7.6%
Q2 2023$728,839
+195.2%
13,880
+184.8%
0.37%
+183.8%
Q1 2023$246,868
-72.8%
4,874
-78.1%
0.13%
-83.3%
Q2 2020$907,000
+41.1%
22,212
+14.4%
0.78%
+18.6%
Q1 2020$643,000
-30.9%
19,416
-3.9%
0.66%
-6.0%
Q4 2019$931,000
+4.1%
20,208
-1.9%
0.70%
-5.3%
Q3 2019$894,000
-3.7%
20,590
-0.9%
0.74%
-6.0%
Q2 2019$928,000
+20.4%
20,768
+20.0%
0.78%
+16.1%
Q1 2019$771,000
+17.7%
17,305
+8.2%
0.68%
+0.3%
Q4 2018$655,000
-33.7%
15,995
-27.5%
0.67%
-22.8%
Q3 2018$988,000
+2.1%
22,049
+8.1%
0.87%
-7.7%
Q2 2018$968,000
-2.7%
20,403
+7.6%
0.95%
-9.2%
Q1 2018$995,000
+5.7%
18,965
+4.8%
1.04%
+5.9%
Q4 2017$941,00018,0960.98%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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