Rockbridge Investment Management, LCC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 140 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$87,000
+1.2%
1,4700.0%0.01%
-7.1%
Q3 2021$86,000
-4.4%
1,4700.0%0.01%
-6.7%
Q2 2021$90,000
+11.1%
1,4700.0%0.02%0.0%
Q1 2021$81,000
+32.8%
1,470
+24.6%
0.02%
+25.0%
Q4 2020$61,000
+17.3%
1,1800.0%0.01%0.0%
Q3 2020$52,000
-55.6%
1,180
-58.7%
0.01%
-60.0%
Q2 2020$117,0002,8600.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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