OXFORD FINANCIAL GROUP, LTD. LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 64 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$576,183
-5.8%
16,2430.0%0.05%
-13.8%
Q2 2023$611,549
+1.6%
16,2430.0%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$397,0007,0860.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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