Institute for Wealth Management, LLC. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 65 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,582,356
+5.5%
44,608
+11.9%
0.28%
+12.6%
Q2 2023$1,500,228
+4.9%
39,847
+3.2%
0.25%
-7.3%
Q1 2023$1,430,826
+10.4%
38,628
+102.8%
0.27%
+0.4%
Q4 2022$1,295,869
+6.5%
19,052
-8.4%
0.27%
-0.4%
Q3 2022$1,217,000
-4.3%
20,793
+7.0%
0.27%
+9.2%
Q2 2022$1,272,000
-13.9%
19,424
+1.1%
0.25%
+4.6%
Q1 2022$1,478,000
-3.4%
19,214
+5.4%
0.24%
-4.0%
Q4 2021$1,530,000
+17.5%
18,231
+15.7%
0.25%
+8.7%
Q3 2021$1,302,000
+11.4%
15,753
+12.6%
0.23%
+11.7%
Q2 2021$1,169,000
+8.4%
13,992
+4.2%
0.20%0.0%
Q1 2021$1,078,000
+7.6%
13,423
+4.4%
0.20%
+3.0%
Q4 2020$1,002,000
+56.3%
12,853
+37.1%
0.20%
+36.3%
Q3 2020$641,000
+168.2%
9,374
+154.1%
0.15%
+147.5%
Q2 2020$239,0003,6890.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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