Outlook Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 129 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is 9.90 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$216,608
+6.7%
4,426
-0.7%
0.10%
+13.2%
Q3 2022$203,000
-9.0%
4,457
-2.7%
0.09%0.0%
Q2 2022$223,000
-18.0%
4,581
-4.5%
0.09%0.0%
Q1 2022$272,000
-5.2%
4,795
-1.0%
0.09%
+8.3%
Q4 2021$287,0000.0%4,843
-0.9%
0.08%
-10.6%
Q3 2021$287,000
-5.0%
4,889
-0.7%
0.09%
-3.1%
Q2 2021$302,000
+7.9%
4,925
-2.5%
0.10%0.0%
Q1 2021$280,000
+5.3%
5,049
-2.0%
0.10%0.0%
Q4 2020$266,000
+13.7%
5,152
-2.2%
0.10%
+4.3%
Q3 2020$234,000
+2.2%
5,266
-5.9%
0.09%
-4.1%
Q2 2020$229,000
-11.9%
5,599
-1.0%
0.10%
-34.0%
Q4 2019$260,000
-1.1%
5,654
-6.7%
0.15%
-6.4%
Q3 2019$263,000
-7.7%
6,062
-4.9%
0.16%
-16.5%
Q2 2019$285,000
-7.2%
6,376
-7.3%
0.19%
-25.7%
Q1 2019$307,000
-68.6%
6,878
+188.1%
0.25%
-43.3%
Q4 2018$978,000–2,387–0.45%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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