SPDR INDEX SHS FDS's ticker is SPEU and the CUSIP is 78463X103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,060 | -6.2% | 334 | 0.0% | 0.00% | – |
| Q2 2023 | $12,858 | +1.3% | 334 | 0.0% | 0.00% | – |
| Q1 2023 | $12,698 | +9.6% | 334 | 0.0% | 0.00% | – |
| Q4 2022 | $11,582 | +15.8% | 334 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 334 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 334 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | -7.1% | 334 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 334 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 334 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 334 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +11.1% | 334 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -25.0% | 334 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | +9.1% | 334 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q1 2019 | $11,000 | +10.0% | 334 | 0.0% | 0.00% | – |
| Q4 2018 | $10,000 | -90.8% | 334 | -89.7% | 0.00% | -100.0% |
| Q3 2018 | $109,000 | +0.9% | 3,234 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $108,000 | -3.6% | 3,234 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $112,000 | -3.4% | 3,234 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $116,000 | +0.9% | 3,234 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $115,000 | +945.5% | 3,234 | +868.3% | 0.00% | – |
| Q2 2017 | $11,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q1 2017 | $11,000 | +10.0% | 334 | 0.0% | 0.00% | – |
| Q4 2016 | $10,000 | 0.0% | 334 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | – | 334 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 222,410 | $6,648,000 | 5.39% |
| XPONANCE, INC. | 249,850 | $7,464,000 | 2.90% |
| Weatherstone Capital Management | 111,616 | $3,750,000 | 0.92% |
| Allen Capital Group, LLC | 53,757 | $1,666,000 | 0.59% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,280 | $367,000 | 0.19% |
| MURPHY CAPITAL MANAGEMENT INC | 36,750 | $1,098,000 | 0.18% |
| WEALTHSOURCE PARTNERS, LLC | 18,754 | $561,000 | 0.16% |
| Dougherty Wealth Advisers LLC | 1,250 | $39,000 | 0.13% |
| Beacon Pointe Wealth Advisors, LLC | 11,925 | $349,000 | 0.13% |
| Cypress Wealth Services, LLC | 9,638 | $288,000 | 0.11% |