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 5 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
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