Walkner Condon Financial Advisors LLC - SPDR INDEX SHS FDS ownership

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 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,163,350
+1.9%
21,753
+0.0%
0.31%
+2.0%
Q2 2023$1,142,093
+2.0%
21,750
-1.6%
0.30%
-3.8%
Q1 2023$1,119,618
+7.7%
22,105
+4.0%
0.31%
+1.0%
Q4 2022$1,040,024
+9.2%
21,251
+1.7%
0.31%
+1.3%
Q3 2022$952,000
-2.4%
20,905
+4.3%
0.31%
+0.7%
Q2 2022$975,000
-99.9%
20,047
-0.2%
0.30%
-5.9%
Q1 2022$1,138,000,000
+107767.3%
20,078
+10.9%
0.32%
-37.6%
Q3 2021$1,055,000
+6.1%
18,101
+10.8%
0.52%
+42.6%
Q2 2021$994,000
-10.2%
16,335
-18.2%
0.36%
-15.3%
Q1 2021$1,107,000
-9.0%
19,979
-15.2%
0.43%
-17.9%
Q4 2020$1,216,000
+19.8%
23,555
+3.0%
0.52%
-3.7%
Q3 2020$1,015,000
+8.1%
22,869
-0.5%
0.54%
-34.2%
Q2 2020$939,000
+16.5%
22,995
-5.5%
0.83%
-3.9%
Q1 2020$806,000
-8.3%
24,333
+27.5%
0.86%
+1.7%
Q4 2019$879,00019,0880.85%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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