VISTA INVESTMENT MANAGEMENT - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 162 filers reported holding SPDR INDEX SHS FDS in Q1 2024. 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
Q2 2024$1,415,196
+20.6%
24,434
+16.1%
0.57%
+19.9%
Q1 2024$1,173,892
+12.5%
21,037
+13.8%
0.48%
-1.4%
Q4 2023$1,043,917
+37.9%
18,489
+30.6%
0.48%
+22.2%
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 Q1 2024
NameSharesValueWeighting ↓
INNEALTA CAPITAL, LLC 103,938$4,646,0002.92%
Relaxing Retirement Coach 213,915$9,560,0002.92%
OneDigital Investment Advisors LLC 586,984$26,239,0002.03%
Great Point Wealth Advisors, LLC 54,783$2,448,0001.98%
WP Advisors, LLC 32,961$1,473,0001.64%
Kohmann Bosshard Financial Services, LLC 65,677$2,936,0001.23%
RPg Family Wealth Advisory, LLC 41,494$1,854,782,0001.10%
JOHN G ULLMAN & ASSOCIATES INC 130,100$5,815,0001.02%
Omega Financial Group, LLC 28,854$1,290,0000.95%
TWIN FOCUS CAPITAL PARTNERS, LLC 49,196$2,199,0000.92%
View complete list of SPDR INDEX SHS FDS shareholders