SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $157,832 | -67.4% | 3,126 | -66.2% | 0.12% | -66.1% |
Q2 2023 | $484,564 | +8.9% | 9,258 | +3.8% | 0.35% | +4.7% |
Q1 2023 | $444,990 | +14.0% | 8,923 | +6.6% | 0.34% | +9.7% |
Q4 2022 | $390,433 | +54.3% | 8,373 | +41.5% | 0.31% | +46.7% |
Q3 2022 | $253,000 | +690.6% | 5,919 | +761.6% | 0.21% | +740.0% |
Q2 2022 | $32,000 | -73.8% | 687 | -69.2% | 0.02% | -68.8% |
Q1 2022 | $122,000 | -5.4% | 2,233 | 0.0% | 0.08% | +1.3% |
Q4 2021 | $129,000 | +134.5% | 2,233 | +120.4% | 0.08% | +113.5% |
Q3 2021 | $55,000 | -1.8% | 1,013 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $56,000 | +5.7% | 1,013 | 0.0% | 0.04% | -5.1% |
Q1 2021 | $53,000 | +5200.0% | 1,013 | +8341.7% | 0.04% | +3800.0% |
Q4 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | -98.9% | 12 | -99.5% | 0.00% | -98.8% |
Q2 2020 | $94,000 | +19.0% | 2,362 | 0.0% | 0.09% | +3.6% |
Q1 2020 | $79,000 | -21.8% | 2,362 | 0.0% | 0.08% | -8.8% |
Q4 2019 | $101,000 | +7.4% | 2,362 | +101.0% | 0.09% | -3.2% |
Q2 2019 | $94,000 | +2.2% | 1,175 | 0.0% | 0.09% | +2.2% |
Q1 2019 | $92,000 | +12.2% | 1,175 | 0.0% | 0.09% | +3.4% |
Q4 2018 | $82,000 | -13.7% | 1,175 | 0.0% | 0.09% | -1.1% |
Q3 2018 | $95,000 | +4.4% | 1,175 | 0.0% | 0.09% | +7.1% |
Q2 2018 | $91,000 | -1.1% | 1,175 | 0.0% | 0.08% | 0.0% |
Q1 2018 | $92,000 | -1.1% | 1,175 | 0.0% | 0.08% | +5.0% |
Q4 2017 | $93,000 | – | 1,175 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Peak Financial Management, Inc. | 372,191 | $17,355,279 | 6.83% |
Barden Capital Management, Inc. | 96,664 | $4,507,457 | 4.62% |
UNIQUE WEALTH, LLC | 117,387 | $5,473,753 | 2.92% |
Advance Capital Management, Inc. | 382,387 | $17,830,698 | 2.36% |
Gateway Wealth Partners, LLC | 285,258 | $13,301,585 | 2.29% |
INTERACTIVE FINANCIAL ADVISORS, INC. | 56,731 | $2,645,379 | 1.58% |
Sequoia Financial Advisors, LLC | 1,284,576 | $59,899,793 | 1.47% |
ACT WEALTH MANAGEMENT, LLC | 29,482 | $1,374,741 | 0.87% |
FINANCIAL CONSULATE, INC | 38,373 | $1,789,333 | 0.62% |
Great Waters Wealth Management | 53,188 | $2,647,688 | 0.57% |