PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GNR and the CUSIP is 78463X541. A total of 7 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,489,907
+3.2%
62,633
-0.1%
0.33%
+5.4%
Q2 2023$3,381,286
-5.3%
62,721
+0.3%
0.31%
-9.0%
Q1 2023$3,570,349
+0.1%
62,5390.0%0.34%
-5.0%
Q4 2022$3,565,972
+13.5%
62,539
-1.5%
0.36%
+4.9%
Q3 2022$3,142,000
-4.2%
63,521
+0.8%
0.35%
-2.8%
Q2 2022$3,281,000
-17.5%
62,993
-0.6%
0.36%
-5.6%
Q1 2022$3,979,000
+16.2%
63,379
-0.1%
0.38%
+12.5%
Q4 2021$3,425,000
+10.7%
63,466
+5.3%
0.34%
+4.7%
Q3 2021$3,093,000
+24.2%
60,243
+28.2%
0.32%
+24.5%
Q2 2021$2,491,000
+26.5%
46,996
+20.0%
0.26%
+6.2%
Q1 2021$1,969,000
+40.1%
39,179
+24.9%
0.24%
+26.0%
Q4 2020$1,405,000
+27.0%
31,374
+6.5%
0.19%
+11.0%
Q3 2020$1,106,000
+2.9%
29,467
+1.3%
0.17%
-1.7%
Q2 2020$1,075,000
+109.6%
29,100
+71.4%
0.18%
+72.5%
Q1 2020$513,000
-75.0%
16,981
-61.8%
0.10%
-69.7%
Q4 2019$2,053,000
+8.6%
44,494
+1.4%
0.34%
+1.5%
Q3 2019$1,890,000
-8.3%
43,893
-1.9%
0.33%
-11.9%
Q2 2019$2,060,000
-10.9%
44,744
-8.8%
0.38%
-14.5%
Q1 2019$2,311,000
+7.1%
49,087
-6.2%
0.44%
-4.3%
Q4 2018$2,157,000
-14.0%
52,312
+6.1%
0.46%
-10.7%
Q3 2018$2,508,000
-3.2%
49,290
-5.8%
0.52%
-5.7%
Q2 2018$2,590,000
+3.0%
52,323
+0.4%
0.55%
+0.4%
Q1 2018$2,514,000
-0.7%
52,134
+4.8%
0.54%
+2.1%
Q4 2017$2,532,000
+14.6%
49,754
+3.5%
0.53%
+10.3%
Q3 2017$2,210,000
+16.1%
48,067
+9.6%
0.48%
+11.3%
Q2 2017$1,904,000
+3.4%
43,840
+0.2%
0.44%
-2.5%
Q1 2017$1,841,000
-1.8%
43,732
-0.0%
0.45%
-4.9%
Q4 2016$1,875,000
+3.1%
43,750
-7.7%
0.47%
-3.1%
Q3 2016$1,819,000
+10.4%
47,411
+11.2%
0.48%
+9.8%
Q2 2016$1,647,000
+10.2%
42,629
-1.0%
0.44%
+6.3%
Q1 2016$1,495,000
+26.7%
43,074
+4.1%
0.42%
+16.2%
Q4 2015$1,180,000
-11.7%
41,360
+9.3%
0.36%
-8.5%
Q3 2015$1,337,000
-1.8%
37,848
+11.7%
0.39%
+3.7%
Q2 2015$1,362,000
-8.5%
33,876
+2.5%
0.38%
-7.6%
Q1 2015$1,489,000
-4.2%
33,045
-8.7%
0.41%
-8.7%
Q4 2014$1,555,000
-11.1%
36,192
-6.2%
0.45%
-15.5%
Q3 2014$1,749,000
-15.0%
38,566
-0.7%
0.53%
-14.0%
Q2 2014$2,057,000
-1.1%
38,850
-4.7%
0.61%
-6.0%
Q1 2014$2,079,000
+9.2%
40,774
+6.3%
0.65%
+3.5%
Q4 2013$1,904,000
+4.0%
38,370
+1.6%
0.63%
-2.6%
Q3 2013$1,831,000
+4.0%
37,780
+1.2%
0.65%
+1.2%
Q2 2013$1,760,00037,3350.64%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Global Strategic Investment Solutions, LLC 2,520,167$131,275,0009.45%
Hackensack Meridian Health, Inc. 1,606,000$83,660,0009.30%
Corrigan Financial, Inc. 341,560$17,791,8666.44%
Warren Street Wealth Advisors, LLC 116,084$6,047,0005.84%
Prairiewood Capital, LLC 131,710$6,861,0005.44%
PACK Private Wealth, LLC 95,733$4,987,0004.55%
Financial Guidance Group, Inc. 83,879$4,369,0003.43%
STERLING INVESTMENT ADVISORS LLC /ADV 95,442$4,972,0003.41%
Great Diamond Partners, LLC 193,596$10,084,0003.35%
MorganRosel Wealth Management, LLC 119,494$6,224,0003.33%
View complete list of SPDR INDEX SHS FDS shareholders