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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,592,434 | +1.3% | 141,968 | -0.6% | 2.28% | +1.1% |
| Q2 2023 | $7,496,261 | +3.2% | 142,759 | -0.5% | 2.25% | -2.1% |
| Q1 2023 | $7,264,687 | +1.3% | 143,429 | -2.1% | 2.30% | -4.2% |
| Q4 2022 | $7,170,379 | +51.6% | 146,514 | +41.2% | 2.40% | +36.4% |
| Q3 2022 | $4,729,000 | -10.8% | 103,794 | -4.7% | 1.76% | -6.1% |
| Q2 2022 | $5,299,000 | +29.8% | 108,922 | +51.3% | 1.88% | +47.7% |
| Q1 2022 | $4,081,000 | -7.1% | 72,011 | -2.8% | 1.27% | -5.6% |
| Q4 2021 | $4,393,000 | +0.7% | 74,075 | -0.4% | 1.35% | -10.2% |
| Q3 2021 | $4,362,000 | -4.4% | 74,381 | -0.1% | 1.50% | -5.8% |
| Q2 2021 | $4,564,000 | +8.8% | 74,429 | -1.7% | 1.59% | -0.7% |
| Q1 2021 | $4,194,000 | +6.2% | 75,723 | -1.0% | 1.60% | -5.3% |
| Q4 2020 | $3,948,000 | +20.0% | 76,469 | -5.1% | 1.69% | -0.2% |
| Q3 2020 | $3,291,000 | 0.0% | 80,616 | 0.0% | 1.70% | 0.0% |
| Q2 2020 | $3,291,000 | +36.8% | 80,616 | +11.0% | 1.70% | -15.5% |
| Q1 2020 | $2,405,000 | -4.9% | 72,640 | +32.3% | 2.01% | +28.6% |
| Q4 2019 | $2,528,000 | +6.4% | 54,900 | +0.3% | 1.56% | -3.5% |
| Q3 2019 | $2,377,000 | -2.9% | 54,729 | -0.1% | 1.62% | -18.1% |
| Q2 2019 | $2,448,000 | -1.3% | 54,783 | -1.6% | 1.98% | -6.2% |
| Q1 2019 | $2,481,000 | +5.3% | 55,679 | -3.2% | 2.11% | -5.5% |
| Q4 2018 | $2,356,000 | – | 57,514 | – | 2.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 562,517 | $30,083,419 | 4.40% |
| AFFINITY WEALTH MANAGEMENT LLC | 320,783 | $17,155,457 | 3.95% |
| Great Point Wealth Advisors, LLC | 141,968 | $7,592,434 | 2.28% |
| CarsonAllaria Wealth Management, Ltd. | 38,032 | $2,033,955 | 1.65% |
| WESCAP Management Group, Inc. | 78,239 | $4,184,204 | 1.49% |
| N.E.W. Advisory Services LLC | 171,037 | $9,147,153 | 1.30% |
| RPg Family Wealth Advisory, LLC | 49,525 | $2,648,597 | 1.09% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1,792,820 | $95,880,013 | 1.04% |
| Camelot Portfolios, LLC | 15,311 | $818,858 | 0.78% |
| Kathleen S. Wright Associates Inc. | 25,575 | $1,367,763 | 0.76% |