Cresset Asset Management, LLC - 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
Cresset Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$454,366
+1.8%
8,4960.0%0.00%
+100.0%
Q2 2023$446,125
+2.3%
8,496
-1.3%
0.00%
-88.9%
Q1 2023$435,894
-8.7%
8,606
-11.8%
0.01%
+50.0%
Q4 2022$477,459
+23.4%
9,756
+14.8%
0.01%
+20.0%
Q3 2022$387,000
-6.5%
8,4990.0%0.01%0.0%
Q2 2022$414,000
-13.9%
8,4990.0%0.01%0.0%
Q1 2022$481,000
+32.5%
8,499
+39.1%
0.01%
+25.0%
Q4 2021$363,000
+1.1%
6,1120.0%0.00%
-20.0%
Q3 2021$359,000
+5883.3%
6,112
+4234.8%
0.01%
Q1 2019$6,0000.0%1410.0%0.00%
Q4 2018$6,0001410.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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