SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,780,658 | +20.2% | 86,227 | +25.3% | 0.08% | +20.3% |
| Q2 2023 | $4,810,950 | +36.5% | 68,806 | +35.3% | 0.07% | +23.2% |
| Q1 2023 | $3,524,714 | +32.0% | 50,847 | +22.1% | 0.06% | +21.7% |
| Q4 2022 | $2,670,150 | +17.8% | 41,656 | +2.5% | 0.05% | +4.5% |
| Q3 2022 | $2,267,000 | +2.5% | 40,635 | +13.9% | 0.04% | +4.8% |
| Q2 2022 | $2,212,000 | -22.4% | 35,686 | -9.7% | 0.04% | -10.6% |
| Q1 2022 | $2,852,000 | +21.3% | 39,517 | +29.0% | 0.05% | +27.0% |
| Q4 2021 | $2,351,000 | +38.6% | 30,627 | +35.7% | 0.04% | +27.6% |
| Q3 2021 | $1,696,000 | +45.8% | 22,572 | +46.8% | 0.03% | +45.0% |
| Q2 2021 | $1,163,000 | +57.8% | 15,373 | +50.3% | 0.02% | +25.0% |
| Q1 2021 | $737,000 | +129.6% | 10,231 | +122.5% | 0.02% | +128.6% |
| Q4 2020 | $321,000 | +13.8% | 4,598 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $282,000 | +18.5% | 4,559 | +14.2% | 0.01% | 0.0% |
| Q2 2020 | $238,000 | – | 3,992 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SILVERHAWK ASSET MANAGEMENT, LLC | 272,050 | $17,438,423 | 15.39% |
| SimpliFi, Inc. | 317,594 | $20,357,781 | 10.62% |
| Intelligence Driven Advisers, LLC | 768,726 | $50,905,032 | 9.34% |
| Financial Enhancement Group LLC | 372,612 | $25,507,716 | 4.89% |
| Financial Guidance Group, Inc. | 76,332 | $4,892,881 | 3.98% |
| ARQ WEALTH ADVISORS, LLC | 94,098 | $6,031,682 | 3.94% |
| 1620 INVESTMENT ADVISORS, INC. | 30,677 | $1,966,367 | 2.38% |
| Andesa Financial Management Inc. | 56,563 | $3,625,693 | 1.98% |
| Levy Wealth Management Group, LLC | 84,802 | $5,435,808 | 1.82% |
| Warren Street Wealth Advisors, LLC | 35,090 | $2,250,391 | 1.81% |