Kathleen S. Wright Associates Inc. - 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
Kathleen S. Wright Associates Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,367,763
+6.6%
25,575
+4.7%
0.76%
-6.4%
Q2 2023$1,282,568
+5.4%
24,425
+1.7%
0.82%
+2.3%
Q1 2023$1,216,412
+4.1%
24,016
+0.7%
0.80%
+1.0%
Q4 2022$1,168,000
+16.7%
23,860
+8.6%
0.79%
-2.6%
Q3 2022$1,001,000
+5.3%
21,967
+12.4%
0.81%
+1.5%
Q2 2022$951,000
-5.7%
19,544
+9.9%
0.80%
+8.8%
Q1 2022$1,008,000
+35.3%
17,790
+41.7%
0.74%
+34.1%
Q4 2021$745,00012,5540.55%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Great Point Wealth Advisors, LLC 76,469$3,948,0001.69%
N.E.W. Advisory Services LLC 155,216$7,992,0001.68%
Transamerica Financial Advisors, Inc. 1,186$62,0001.28%
INNEALTA CAPITAL, LLC 37,121$1,917,0001.13%
Relaxing Retirement Coach 19,400$1,002,0001.09%
IndexIQ Advisors LLC 567,143$29,282,0001.08%
WESCAP Management Group, Inc. 65,914$3,403,0001.02%
RPg Family Wealth Advisory, LLC 39,217$2,024,824,0000.96%
B. Riley Wealth Management, Inc. 133,582$6,897,0000.89%
Camelot Portfolios, LLC 32,264$1,666,0000.87%
View complete list of SPDR INDEX SHS FDS shareholders