LPL Financial LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 43 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,454,069
+10.0%
153,754
+16.8%
0.00%0.0%
Q2 2023$4,957,245
+7.8%
131,667
+6.0%
0.00%0.0%
Q1 2023$4,599,854
+18.5%
124,184
+117.6%
0.00%
+33.3%
Q4 2022$3,881,171
+13.6%
57,062
-2.3%
0.00%0.0%
Q3 2022$3,416,000
-25.0%
58,380
-16.1%
0.00%
-25.0%
Q2 2022$4,556,000
-10.2%
69,584
+5.5%
0.00%0.0%
Q1 2022$5,076,000
+27.9%
65,984
+39.5%
0.00%
+33.3%
Q4 2021$3,968,000
+1.8%
47,287
+0.3%
0.00%
-25.0%
Q3 2021$3,898,000
+217.4%
47,159
+220.9%
0.00%
+300.0%
Q2 2021$1,228,000
+64.6%
14,698
+58.2%
0.00%0.0%
Q1 2021$746,000
+165.5%
9,293
+157.4%
0.00%
Q4 2020$281,000
+21.1%
3,610
+6.6%
0.00%
Q3 2020$232,000
+3.6%
3,385
+9.1%
0.00%
-100.0%
Q1 2018$224,0003,1020.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fulcrum Capital LLC 178,623$13,918,0004.16%
LAKE STREET ADVISORS GROUP, LLC 295,987$23,064,0001.91%
Leith Wheeler Investment Counsel Ltd. 33,000$3,274,0000.46%
Bond & Devick Financial Network, Inc. 3,481$271,0000.31%
Aufman Associates Inc 3,188$248,0000.22%
Horst & Graben Wealth Management LLC 7,511$585,0000.20%
Institute for Wealth Management, LLC. 12,853$1,002,0000.20%
Hanson & Doremus Investment Management 10,208$795,0000.20%
Tidal Investments LLC 34,742$2,707,0000.19%
Financial Insights, Inc. 3,016$235,0000.18%
View complete list of SPDR INDEX SHS FDS shareholders