SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 3 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,821,000 | -3.0% | 51,327 | +2.9% | 0.00% | – |
Q2 2023 | $1,878,000 | -0.4% | 49,886 | -2.0% | 0.00% | -100.0% |
Q1 2023 | $1,886,000 | +16.8% | 50,914 | +114.4% | 0.00% | – |
Q4 2022 | $1,615,000 | +21.4% | 23,751 | +4.5% | 0.00% | – |
Q3 2022 | $1,330,000 | -3.1% | 22,730 | +8.4% | 0.00% | – |
Q2 2022 | $1,373,000 | +46.7% | 20,972 | +72.3% | 0.00% | – |
Q1 2022 | $936,000 | +68.3% | 12,169 | +83.6% | 0.00% | – |
Q4 2021 | $556,000 | +7.1% | 6,629 | +5.5% | 0.00% | – |
Q3 2021 | $519,000 | +9.5% | 6,283 | +10.7% | 0.00% | – |
Q2 2021 | $474,000 | -25.1% | 5,675 | -28.0% | 0.00% | – |
Q1 2021 | $633,000 | +14.7% | 7,882 | +11.2% | 0.00% | – |
Q4 2020 | $552,000 | +22.4% | 7,090 | +7.6% | 0.00% | – |
Q3 2020 | $451,000 | +5.4% | 6,590 | 0.0% | 0.00% | – |
Q2 2020 | $428,000 | +16.0% | 6,590 | 0.0% | 0.00% | – |
Q1 2020 | $369,000 | +96.3% | 6,590 | +154.1% | 0.00% | – |
Q4 2019 | $188,000 | +6.8% | 2,593 | 0.0% | 0.00% | – |
Q3 2019 | $176,000 | +6.7% | 2,593 | +6.8% | 0.00% | – |
Q2 2019 | $165,000 | +2.5% | 2,427 | 0.0% | 0.00% | – |
Q1 2019 | $161,000 | +14.2% | 2,427 | +3.6% | 0.00% | – |
Q4 2018 | $141,000 | -14.0% | 2,342 | 0.0% | 0.00% | – |
Q3 2018 | $164,000 | – | 2,342 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LAKE STREET ADVISORS GROUP, LLC | 770,211 | $27,321,000 | 1.62% |
Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,557,340 | 1.26% |
Gemmer Asset Management LLC | 258,654 | $9,175,160 | 1.24% |
AIFG Consultants Ltd. | 9,884 | $350,612 | 0.29% |
Institute for Wealth Management, LLC. | 44,608 | $1,582,356 | 0.28% |
Astoria Portfolio Advisors LLC. | 15,903 | $540,227 | 0.26% |
FLPUTNAM INVESTMENT MANAGEMENT CO | 212,926 | $7,553,060 | 0.21% |
Bond & Devick Financial Network, Inc. | 8,621 | $305,810 | 0.20% |
Aufman Associates Inc | 6,498 | $230,485 | 0.19% |
Stonehearth Capital Management, LLC | 7,832 | $277,822 | 0.15% |