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 ↓
IndexIQ Advisors LLC 737,500$33,217,0002.12%
TWIN FOCUS CAPITAL PARTNERS, LLC 34,079$1,535,0001.73%
Choate Investment Advisors 658,956$29,679,378,0001.71%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 201,684$9,084,0001.03%
Retirement Planning Group, LLC 55,861$2,516,0001.03%
CAPE ANN SAVINGS BANK 8,897$401,0000.57%
Transamerica Financial Advisors, Inc. 161,831$7,289,0000.52%
Tortoise Investment Management, LLC 23,016$1,037,0000.39%
MARTIN & CO INC /TN/ 25,398$1,144,0000.37%
ALESCO ADVISORS LLC 83,758$3,772,0000.33%
View complete list of SPDR INDEX SHS FDS shareholders