Omega Financial Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 136 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Omega Financial Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$701,903
-16.1%
13,125
-17.7%
0.34%
-10.4%
Q2 2023$837,065
+3.1%
15,941
-0.5%
0.38%
+2.1%
Q1 2023$811,611
+2.9%
16,024
-0.6%
0.38%
-7.9%
Q4 2022$788,652
+66.0%
16,115
+54.6%
0.41%
+65.4%
Q3 2022$475,000
-7.9%
10,422
-1.7%
0.25%
-1.2%
Q2 2022$516,000
-9.6%
10,597
+5.2%
0.25%
+0.8%
Q1 2022$571,000
-16.4%
10,074
-12.5%
0.25%
-18.5%
Q4 2021$683,000
-19.0%
11,508
-19.9%
0.30%
-24.6%
Q3 2021$843,000
-29.2%
14,371
-26.0%
0.40%
-30.1%
Q2 2021$1,190,000
-11.9%
19,408
-20.4%
0.58%
-16.3%
Q1 2021$1,351,000
+10.7%
24,383
+3.2%
0.69%
+4.2%
Q4 2020$1,220,000
+8.9%
23,634
-6.3%
0.66%
-3.2%
Q3 2020$1,120,000
-4.0%
25,233
-11.7%
0.68%
-9.3%
Q2 2020$1,167,000
+22.1%
28,572
-1.0%
0.75%
+3.7%
Q1 2020$956,000
-30.5%
28,870
-3.3%
0.72%
-19.9%
Q4 2019$1,376,000
+7.1%
29,868
+1.0%
0.90%
+0.3%
Q3 2019$1,285,000
-0.4%
29,585
+2.5%
0.90%
-5.5%
Q2 2019$1,290,000
+7.9%
28,854
+7.6%
0.95%
+8.2%
Q1 2019$1,195,000
+14.4%
26,810
+5.1%
0.88%
-4.4%
Q4 2018$1,045,00025,5160.92%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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