Falcon Wealth Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EWX and the CUSIP is 78463X756. A total of 134 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$226,725
+1.8%
4,2390.0%0.05%
-2.0%
Q2 2023$222,612
+0.0%
4,239
-3.5%
0.05%
-10.7%
Q1 2023$222,527
-4.4%
4,393
-7.6%
0.06%
-16.4%
Q4 2022$232,731
+1.6%
4,755
-5.5%
0.07%
-11.8%
Q3 2022$229,000
-34.6%
5,032
-30.1%
0.08%
-36.1%
Q2 2022$350,000
+11.1%
7,201
+29.4%
0.12%
+20.2%
Q1 2022$315,000
-16.7%
5,566
-12.8%
0.10%
-20.2%
Q4 2021$378,000
+1.1%
6,381
+0.1%
0.12%
-12.7%
Q3 2021$374,000
-7.9%
6,375
-3.6%
0.14%
-17.9%
Q2 2021$406,000
+10.3%
6,613
-0.5%
0.17%
-3.9%
Q1 2021$368,000
+4.5%
6,646
-2.5%
0.18%
-8.6%
Q4 2020$352,0006,8130.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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