BALDWIN WEALTH PARTNERS LLC/MA - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 73 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BALDWIN WEALTH PARTNERS LLC/MA ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$147,859
-3.9%
3,625
-2.0%
0.01%0.0%
Q1 2024$153,873
+6.6%
3,7000.0%0.01%
+9.1%
Q4 2023$144,337
+7.1%
3,700
-2.6%
0.01%
-8.3%
Q3 2023$134,796
-5.8%
3,8000.0%0.01%0.0%
Q2 2023$143,070
+1.6%
3,8000.0%0.01%0.0%
Q1 2023$140,755
+8.9%
3,800
+100.0%
0.01%0.0%
Q4 2022$129,232
+16.4%
1,9000.0%0.01%
-20.0%
Q3 2022$111,000
-10.5%
1,9000.0%0.02%
-6.2%
Q2 2022$124,000
-15.1%
1,9000.0%0.02%
+6.7%
Q1 2022$146,000
-8.2%
1,9000.0%0.02%
-6.2%
Q4 2021$159,000
+1.3%
1,9000.0%0.02%
-5.9%
Q3 2021$157,000
-1.3%
1,9000.0%0.02%0.0%
Q2 2021$159,000
+3.9%
1,9000.0%0.02%
-5.6%
Q1 2021$153,000
+3.4%
1,9000.0%0.02%
-5.3%
Q4 2020$148,000
+23.3%
1,900
+8.3%
0.02%
+18.8%
Q3 2020$120,000
-2.4%
1,755
-7.1%
0.02%
-11.1%
Q2 2020$123,000
-3.9%
1,890
-17.1%
0.02%
-18.2%
Q1 2020$128,000
-22.4%
2,2800.0%0.02%
-4.3%
Q4 2019$165,000
+14.6%
2,280
+7.5%
0.02%
+4.5%
Q3 2019$144,000
+27.4%
2,120
+27.7%
0.02%
+29.4%
Q2 2019$113,000
-11.0%
1,660
-13.3%
0.02%
-10.5%
Q1 2019$127,000
+6.7%
1,915
-3.0%
0.02%
-5.0%
Q4 2018$119,000
-14.4%
1,9750.0%0.02%
+5.3%
Q3 2018$139,000
-40.6%
1,975
-41.7%
0.02%
-47.2%
Q2 2018$234,000
-29.7%
3,385
-26.5%
0.04%
-33.3%
Q1 2018$333,000
+23.8%
4,605
+24.6%
0.05%
+28.6%
Q4 2017$269,000
+13.0%
3,695
+10.5%
0.04%
+10.5%
Q3 2017$238,0003,3450.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
NameSharesValueWeighting ↓
LAKE STREET ADVISORS GROUP, LLC 469,305$30,730,0002.19%
Leith Wheeler Investment Counsel Ltd. 128,497$10,832,0001.43%
Astoria Portfolio Advisors LLC. 8,600$563,0000.41%
Institute for Wealth Management, LLC. 19,424$1,272,0000.25%
Bond & Devick Financial Network, Inc. 4,110$269,0000.24%
Fortis Capital Management LLC 3,405$223,0000.22%
Aufman Associates Inc 3,188$209,0000.20%
FLOW TRADERS U.S. LLC 54,813$3,589,0000.19%
Hanson & Doremus Investment Management 9,586$628,0000.15%
OXFORD FINANCIAL GROUP, LTD. LLC 15,113$990,0000.15%
View complete list of SPDR INDEX SHS FDS shareholders