SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 3 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,079,009 | +4.7% | 30,418 | +11.1% | 0.00% | -40.0% |
Q2 2023 | $1,030,518 | -3.2% | 27,371 | -4.7% | 0.01% | +150.0% |
Q1 2023 | $1,064,327 | +9.0% | 28,734 | +100.1% | 0.00% | 0.0% |
Q4 2022 | $976,854 | +48.2% | 14,362 | +27.4% | 0.00% | 0.0% |
Q3 2022 | $659,000 | +112.6% | 11,271 | +138.1% | 0.00% | +100.0% |
Q2 2022 | $310,000 | -10.7% | 4,733 | +5.0% | 0.00% | 0.0% |
Q1 2022 | $347,000 | -4.7% | 4,509 | +4.1% | 0.00% | 0.0% |
Q4 2021 | $364,000 | +51.7% | 4,333 | +49.5% | 0.00% | 0.0% |
Q3 2021 | $240,000 | – | 2,898 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LAKE STREET ADVISORS GROUP, LLC | 770,211 | $27,321,000 | 1.62% |
Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,557,340 | 1.26% |
Gemmer Asset Management LLC | 258,654 | $9,175,160 | 1.24% |
AIFG Consultants Ltd. | 9,884 | $350,612 | 0.29% |
Institute for Wealth Management, LLC. | 44,608 | $1,582,356 | 0.28% |
Astoria Portfolio Advisors LLC. | 15,903 | $540,227 | 0.26% |
FLPUTNAM INVESTMENT MANAGEMENT CO | 212,926 | $7,553,060 | 0.21% |
Bond & Devick Financial Network, Inc. | 8,621 | $305,810 | 0.20% |
Aufman Associates Inc | 6,498 | $230,485 | 0.19% |
Stonehearth Capital Management, LLC | 7,832 | $277,822 | 0.15% |