N.E.W. Advisory Services 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 118 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$9,147,153
+3.7%
171,037
+1.8%
1.30%
+5.9%
Q2 2023$8,818,574
+3.7%
167,937
+0.0%
1.23%
-0.6%
Q1 2023$8,505,370
+9.1%
167,922
+5.4%
1.24%
+1.4%
Q4 2022$7,796,264
+22.2%
159,300
+13.7%
1.22%
+5.5%
Q3 2022$6,381,000
-2.6%
140,058
+4.1%
1.16%
+1.0%
Q2 2022$6,548,000
-29.2%
134,600
-19.7%
1.14%
-34.6%
Q1 2022$9,251,000
-15.8%
167,722
-9.5%
1.75%
+5.5%
Q4 2021$10,991,000
+1.5%
185,311
+0.3%
1.66%
-5.9%
Q3 2021$10,833,000
-4.2%
184,702
-0.2%
1.76%
-6.8%
Q2 2021$11,310,000
+19.4%
185,007
+9.1%
1.89%
+6.6%
Q1 2021$9,474,000
+18.5%
169,521
+9.2%
1.78%
+5.7%
Q4 2020$7,992,000
+18.0%
155,216
+1.5%
1.68%
-12.1%
Q3 2020$6,772,000
+1.9%
152,945
-6.0%
1.91%
-7.5%
Q2 2020$6,644,000
+7.5%
162,715
+21.3%
2.07%
+3.1%
Q4 2019$6,179,000–134,147–2.00%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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