Financial Strategies Group, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 125 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is 9.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,897,368
+3.8%
35,769
+2.7%
0.60%
+2.4%
Q2 2023$1,828,134
+6.9%
34,815
+3.1%
0.58%
-11.2%
Q1 2023$1,710,296
+8.3%
33,767
+4.7%
0.66%
+0.5%
Q4 2022$1,578,753
+10.0%
32,259
+2.4%
0.66%
+0.8%
Q3 2022$1,435,000
-7.5%
31,497
-1.3%
0.65%
+0.2%
Q2 2022$1,552,000
-10.4%
31,896
+4.4%
0.65%
-5.8%
Q1 2022$1,732,000
+5.9%
30,555
+10.8%
0.69%
+3.4%
Q4 2021$1,635,000
+3.7%
27,573
+2.6%
0.67%
-5.3%
Q3 2021$1,576,000
+2.4%
26,876
+7.1%
0.70%
-1.1%
Q2 2021$1,539,000
+18.2%
25,102
+6.8%
0.71%
+5.6%
Q1 2021$1,302,000
+8.8%
23,498
+1.4%
0.67%
+1.0%
Q4 2020$1,197,000
+25.7%
23,182
+8.1%
0.67%
+4.1%
Q3 2020$952,000
+16.4%
21,451
+7.1%
0.64%
+5.3%
Q2 2020$818,000
+35.2%
20,033
+9.6%
0.61%
+11.1%
Q1 2020$605,000
-11.5%
18,279
+23.0%
0.55%
-0.5%
Q4 2019$684,00014,8570.55%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
NameSharesValueWeighting ↓
CarsonAllaria Wealth Management, Ltd. 42,783$2,538,0002.24%
N.E.W. Advisory Services LLC 185,311$10,991,0001.66%
Transamerica Financial Advisors, Inc. 877$53,0001.43%
Great Point Wealth Advisors, LLC 74,075$4,393,0001.35%
WESCAP Management Group, Inc. 68,556$4,066,0001.12%
INNEALTA CAPITAL, LLC 36,421$2,160,0001.07%
Kohmann Bosshard Financial Services, LLC 83,940$5,062,0001.02%
Crestone Asset Management LLC 84,000$4,982,0001.00%
RPg Family Wealth Advisory, LLC 40,133$2,380,310,0000.94%
Camelot Portfolios, LLC 34,480$2,045,0000.82%
View complete list of SPDR INDEX SHS FDS shareholders