Roundview Capital LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EDIV and the CUSIP is 78463X533. A total of 78 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$207,000
-11.2%
7,9750.0%0.02%
+4.2%
Q1 2022$233,000
-1.7%
7,9750.0%0.02%0.0%
Q4 2021$237,000
+0.4%
7,9750.0%0.02%
-7.7%
Q3 2021$236,000
-68.9%
7,975
-68.5%
0.03%
-69.4%
Q2 2021$759,000
-20.0%
25,328
-19.9%
0.08%
-28.6%
Q1 2021$949,000
+8.1%
31,6180.0%0.12%
-0.8%
Q4 2020$878,000
+11.3%
31,618
-2.7%
0.12%
-3.2%
Q3 2020$789,000
-8.7%
32,487
-7.1%
0.12%
-15.6%
Q2 2020$864,000
+9.9%
34,952
-1.2%
0.15%
-11.4%
Q1 2020$786,000
-38.1%
35,387
-10.6%
0.17%
-31.1%
Q4 2019$1,270,000
+6.8%
39,562
-0.7%
0.24%
-6.2%
Q3 2019$1,189,000
-8.5%
39,8420.0%0.26%
-12.3%
Q2 2019$1,300,000
+2.8%
39,842
-0.3%
0.29%
-2.3%
Q1 2019$1,264,000
+4.6%
39,942
-1.3%
0.30%
-11.5%
Q4 2018$1,208,000
-2.9%
40,4640.0%0.34%
+10.4%
Q3 2018$1,244,000
-2.4%
40,464
-2.8%
0.31%
-8.1%
Q2 2018$1,275,000
-14.5%
41,619
-1.1%
0.33%
-20.5%
Q1 2018$1,491,000
+6.6%
42,069
-1.2%
0.42%
+16.3%
Q4 2017$1,399,000
-47.0%
42,599
-51.4%
0.36%
-5.5%
Q3 2017$2,642,000
+97.5%
87,638
+95.5%
0.38%
-2.1%
Q2 2017$1,338,000
+1.5%
44,8390.0%0.39%
-4.6%
Q1 2017$1,318,000
+9.8%
44,839
-1.1%
0.41%
+6.2%
Q4 2016$1,200,000
-7.2%
45,359
-2.9%
0.38%
-15.8%
Q3 2016$1,293,000
+2.7%
46,709
-0.1%
0.46%
-1.3%
Q2 2016$1,259,000
+4.7%
46,734
+3.9%
0.46%
+3.3%
Q1 2016$1,203,000
+312.0%
44,984
+265.2%
0.45%
+286.2%
Q4 2015$292,000
-11.0%
12,319
-6.2%
0.12%
-17.7%
Q3 2015$328,000
-23.7%
13,1290.0%0.14%
-13.0%
Q2 2015$430,000
-6.3%
13,129
-4.7%
0.16%
-11.0%
Q1 2015$459,000
-3.0%
13,779
-0.7%
0.18%
-6.2%
Q4 2014$473,000
-70.3%
13,879
-68.1%
0.19%
-72.9%
Q3 2014$1,594,000
-11.5%
43,564
-3.0%
0.72%
-1.5%
Q2 2014$1,801,000
+14.1%
44,914
+8.3%
0.73%
-5.1%
Q1 2014$1,579,000
-3.9%
41,464
-1.4%
0.77%
+1.9%
Q4 2013$1,643,000
-4.6%
42,064
-1.6%
0.75%
-15.9%
Q3 2013$1,723,000
-5.0%
42,740
-8.6%
0.90%
-21.4%
Q2 2013$1,813,00046,7401.14%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 408,953$13,385,0005.47%
Valentine Capital Asset Management, Inc. 63,609$2,082,0001.40%
Destination Wealth Management 546,151$17,876,0001.18%
FCA CORP /TX 57,187$1,872,0001.03%
RAND WEALTH, LLC 226,783$7,423,0001.00%
Highmount Capital, LLC 115,110$3,768,0000.96%
Brinker Capital Investments, LLC 566,000$18,525,0000.72%
Shamrock Asset Management LLC 31,947$1,046,0000.48%
NOTTINGHAM ADVISORS, INC. 73,430$2,403,0000.40%
Gradient Investments LLC 79,607$2,606,0000.36%
View complete list of SPDR INDEX SHS FDS shareholders