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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,183 | -5.8% | 16,243 | 0.0% | 0.05% | -13.8% |
| Q2 2023 | $611,549 | +1.6% | 16,243 | 0.0% | 0.06% | -14.7% |
| Q1 2023 | $601,652 | +8.6% | 16,243 | +99.5% | 0.07% | +4.6% |
| Q4 2022 | $553,791 | -40.8% | 8,142 | -49.1% | 0.06% | -53.9% |
| Q3 2022 | $935,000 | -5.6% | 15,984 | +5.8% | 0.14% | -3.4% |
| Q2 2022 | $990,000 | -17.9% | 15,113 | -3.6% | 0.15% | -4.6% |
| Q1 2022 | $1,206,000 | -7.7% | 15,672 | +0.6% | 0.15% | +4.1% |
| Q4 2021 | $1,307,000 | +13.4% | 15,571 | +11.7% | 0.15% | 0.0% |
| Q3 2021 | $1,153,000 | -9.6% | 13,945 | -8.7% | 0.15% | -14.0% |
| Q2 2021 | $1,276,000 | +7.1% | 15,272 | +2.9% | 0.17% | +3.6% |
| Q1 2021 | $1,191,000 | +7.0% | 14,835 | +3.9% | 0.16% | +2.5% |
| Q4 2020 | $1,113,000 | +30.3% | 14,281 | +14.4% | 0.16% | +16.7% |
| Q3 2020 | $854,000 | +22.0% | 12,486 | +15.7% | 0.14% | +16.0% |
| Q2 2020 | $700,000 | +76.3% | 10,790 | +52.3% | 0.12% | +50.6% |
| Q1 2020 | $397,000 | – | 7,086 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Capital LLC | 194,398 | $15,606,000 | 4.48% |
| LAKE STREET ADVISORS GROUP, LLC | 262,617 | $21,083,000 | 1.72% |
| Leith Wheeler Investment Counsel Ltd. | 33,000 | $2,649,000 | 0.44% |
| Bond & Devick Financial Network, Inc. | 3,566 | $286,000 | 0.26% |
| Aufman Associates Inc | 3,188 | $256,000 | 0.21% |
| Institute for Wealth Management, LLC. | 13,423 | $1,078,000 | 0.20% |
| Hanson & Doremus Investment Management | 10,208 | $819,000 | 0.19% |
| Horst & Graben Wealth Management LLC | 7,277 | $584,000 | 0.18% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 14,835 | $1,191,000 | 0.16% |
| GYL FINANCIAL SYNERGIES, LLC | 3,141 | $252,000 | 0.14% |