Capital Directions Investment Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GNR and the CUSIP is 78463X541. A total of 211 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$88,623
+15.1%
1,5540.03%
+10.0%
Q3 2022$77,000
-4.9%
0
-100.0%
0.03%
+11.1%
Q2 2022$81,000
-17.3%
1,5540.0%0.03%
-10.0%
Q1 2022$98,000
+7.7%
1,554
-12.3%
0.03%
+7.1%
Q3 2021$91,000
-3.2%
1,7720.0%0.03%0.0%
Q2 2021$94,000
+34.3%
1,772
+14.0%
0.03%
+21.7%
Q4 2020$70,000
+20.7%
1,5540.0%0.02%
+4.5%
Q3 2020$58,000
+1.8%
1,5540.0%0.02%
-4.3%
Q2 2020$57,000
+18.8%
1,5540.0%0.02%
+9.5%
Q1 2020$48,000
-33.3%
1,5540.0%0.02%
-8.7%
Q4 2019$72,000
+7.5%
1,5540.0%0.02%
+4.5%
Q3 2019$67,000
-5.6%
1,5540.0%0.02%
-12.0%
Q2 2019$71,000
-1.4%
1,5540.0%0.02%
+4.2%
Q1 2019$72,000
+12.5%
1,5540.0%0.02%
+9.1%
Q4 2018$64,000
-19.0%
1,5540.0%0.02%
-8.3%
Q3 2018$79,000
+5.3%
1,5540.0%0.02%0.0%
Q1 2018$75,000
-7.4%
1,554
-5.9%
0.02%
-4.0%
Q4 2017$81,000
-14.7%
1,652
-19.6%
0.02%
-19.4%
Q3 2017$95,000
+37.7%
2,056
+24.6%
0.03%
+29.2%
Q2 2017$69,0001,6500.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Pure Financial Advisors, LLC 786,867$39,784,0008.70%
Corrigan Financial, Inc. 239,318$12,099,9068.69%
Sequoia Financial Advisors, LLC 1,601,256$80,959,0008.04%
OXFORD FINANCIAL GROUP, LTD. LLC 256,476$12,967,0006.04%
STRATEGIC CAPITAL ADVISERS, INC. 161,061$8,143,0005.80%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 806,215$40,762,0005.07%
Summit Equities Inc 533,609$26,979,260,0004.49%
LEGG MASON, INC. 1,158$59,0003.50%
STERLING INVESTMENT ADVISORS LLC /ADV 83,140$4,204,0003.43%
United Bank 83,421$4,218,0003.33%
View complete list of SPDR INDEX SHS FDS shareholders