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 | $659,628 | 0.0% | 17,520 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $659,628 | +1.6% | 17,520 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $648,953 | +8.9% | 17,520 | +100.0% | 0.02% | 0.0% |
| Q4 2022 | $595,825 | +16.1% | 8,760 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $513,000 | -10.6% | 8,760 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $574,000 | -14.8% | 8,760 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $674,000 | -8.3% | 8,760 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $735,000 | – | 8,760 | – | 0.02% | – |
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% |