SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 111 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,524 | -3.7% | 4,065 | +0.4% | 0.05% | +4.3% |
| Q2 2023 | $282,975 | +1.2% | 4,047 | +0.3% | 0.05% | -2.1% |
| Q1 2023 | $279,574 | +98689.4% | 4,033 | -8.5% | 0.05% | -9.6% |
| Q4 2022 | $283 | -99.9% | 4,409 | +3.9% | 0.05% | +13.0% |
| Q3 2022 | $237,000 | +15.6% | 4,244 | +28.5% | 0.05% | +27.8% |
| Q2 2022 | $205,000 | -12.4% | 3,304 | +1.7% | 0.04% | +5.9% |
| Q1 2022 | $234,000 | -3.7% | 3,248 | +2.8% | 0.03% | 0.0% |
| Q4 2021 | $243,000 | +2.5% | 3,160 | +0.3% | 0.03% | -2.9% |
| Q3 2021 | $237,000 | +6.3% | 3,151 | +6.9% | 0.04% | +9.4% |
| Q2 2021 | $223,000 | -5.1% | 2,947 | -9.6% | 0.03% | -8.6% |
| Q1 2021 | $235,000 | – | 3,260 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Intelligence Driven Advisers, LLC | 1,106,816 | $72,629,269 | 12.89% |
| SimpliFi, Inc. | 310,087 | $20,788,223 | 10.24% |
| Financial Guidance Group, Inc. | 123,432 | $8,274,854 | 6.23% |
| Financial Enhancement Group LLC | 438,082 | $29,430,355 | 5.66% |
| Hobart Private Capital, LLC | 200,383 | $13,433,676 | 5.10% |
| ARQ WEALTH ADVISORS, LLC | 80,306 | $5,383,714 | 4.03% |
| Johnson & White Wealth Management, LLC | 66,124 | $4,433 | 4.01% |
| 1620 INVESTMENT ADVISORS, INC. | 39,710 | $2,662,147 | 3.01% |
| Warren Street Wealth Advisors, LLC | 36,070 | $2,418,125 | 1.60% |
| Levy Wealth Management Group, LLC | 76,671 | $5,139,992 | 1.59% |