EVERMAY WEALTH MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 61 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,967
-5.8%
1400.0%0.00%0.0%
Q2 2023$5,271
+18.6%
140
+16.7%
0.00%0.0%
Q1 2023$4,445
+8.9%
120
+100.0%
0.00%0.0%
Q4 2022$4,081
+2.0%
600.0%0.00%0.0%
Q3 2022$4,0000.0%600.0%0.00%0.0%
Q2 2022$4,000
-20.0%
600.0%0.00%0.0%
Q1 2022$5,0000.0%600.0%0.00%0.0%
Q4 2021$5,0000.0%600.0%0.00%0.0%
Q3 2021$5,0000.0%600.0%0.00%0.0%
Q2 2021$5,000600.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
LAKE STREET ADVISORS GROUP, LLC 770,211$27,321,0001.62%
Leith Wheeler Investment Counsel Ltd. 269,428$9,557,3401.26%
Gemmer Asset Management LLC 258,654$9,175,1601.24%
AIFG Consultants Ltd. 9,884$350,6120.29%
Institute for Wealth Management, LLC. 44,608$1,582,3560.28%
Astoria Portfolio Advisors LLC. 15,903$540,2270.26%
FLPUTNAM INVESTMENT MANAGEMENT CO 212,926$7,553,0600.21%
Bond & Devick Financial Network, Inc. 8,621$305,8100.20%
Aufman Associates Inc 6,498$230,4850.19%
Stonehearth Capital Management, LLC 7,832$277,8220.15%
View complete list of SPDR INDEX SHS FDS shareholders