Financial Strategies Group, Inc. - 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 5 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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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$684,000–14,857–0.55%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Choate Investment Advisors 535,628$23,749,746,0001.73%
TWIN FOCUS CAPITAL PARTNERS, LLC 44,237$1,668,0001.68%
Allworth Financial LP 195,323$7,366,0001.33%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 208,323$7,856,0001.17%
Retirement Planning Group, LLC 68,065$2,567,0000.95%
Kalos Management, Inc. 31,442$1,186,0000.88%
COLONY GROUP LLC 245,644$9,263,0000.85%
Transamerica Financial Advisors, Inc. 202,205$7,626,0000.56%
Asset Dedication, LLC 20,094$758,0000.50%
Cassaday & Co Inc. 27,053$1,020,0000.49%
View complete list of SPDR INDEX SHS FDS shareholders