SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 74 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $468,607 | -3.3% | 6,702 | -4.1% | 0.06% | -6.8% |
| Q1 2023 | $484,477 | +3.6% | 6,989 | -4.2% | 0.06% | -1.7% |
| Q4 2022 | $467,610 | +21.5% | 7,295 | +5.8% | 0.06% | +22.4% |
| Q3 2022 | $385,000 | -4.7% | 6,897 | +5.7% | 0.05% | +11.4% |
| Q2 2022 | $404,000 | -15.5% | 6,526 | -1.5% | 0.04% | -4.3% |
| Q1 2022 | $478,000 | +6.7% | 6,624 | +13.4% | 0.05% | +12.2% |
| Q4 2021 | $448,000 | +3.9% | 5,840 | +1.8% | 0.04% | -2.4% |
| Q3 2021 | $431,000 | +3.9% | 5,734 | +4.6% | 0.04% | +5.0% |
| Q2 2021 | $415,000 | +30.1% | 5,481 | +23.8% | 0.04% | +25.0% |
| Q1 2021 | $319,000 | – | 4,429 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SILVERHAWK ASSET MANAGEMENT, LLC | 275,093 | $19,069,466 | 15.58% |
| SimpliFi, Inc. | 308,918 | $21,414,193 | 10.53% |
| Intelligence Driven Advisers, LLC | 773,046 | $53,796,267 | 9.67% |
| Financial Enhancement Group LLC | 433,112 | $30,729,281 | 5.97% |
| Financial Guidance Group, Inc. | 76,597 | $5,309,704 | 4.04% |
| Johnson & White Wealth Management, LLC | 64,494 | $4,471 | 3.98% |
| ARQ WEALTH ADVISORS, LLC | 76,913 | $5,331,609 | 3.92% |
| Hobart Private Capital, LLC | 135,017 | $9,359,378 | 3.69% |
| 1620 INVESTMENT ADVISORS, INC. | 31,642 | $2,193,393 | 2.64% |
| Andesa Financial Management Inc. | 125,460 | $4,348,440 | 2.23% |