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 65 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
LAKE STREET ADVISORS GROUP, LLC 410,025$23,991,0001.74%
Leith Wheeler Investment Counsel Ltd. 149,584$8,752,0001.47%
Gemmer Asset Management LLC 97,936$5,730,0000.96%
Astoria Portfolio Advisors LLC. 8,788$514,0000.35%
Institute for Wealth Management, LLC. 20,793$1,217,0000.27%
FLOW TRADERS U.S. LLC 66,473$3,889,0000.21%
Bond & Devick Financial Network, Inc. 4,213$247,0000.20%
Fortis Capital Management LLC 4,018$235,0000.20%
Hanson & Doremus Investment Management 10,437$611,0000.16%
OXFORD FINANCIAL GROUP, LTD. LLC 15,984$935,0000.14%
View complete list of SPDR INDEX SHS FDS shareholders