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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $706,000 | +23.9% | 20,000 | +17.6% | 0.00% | 0.0% |
| Q1 2024 | $569,670 | +3.0% | 17,000 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $552,840 | +9.2% | 17,000 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $506,192 | -38.6% | 17,000 | -41.4% | 0.00% | 0.0% |
| Q2 2023 | $825,079 | +465.1% | 29,000 | +480.0% | 0.00% | – |
| Q1 2022 | $146,000 | – | 5,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Advisors Group, LLC | 520,833 | $20,198,000 | 3.74% |
| Retirement Planning Group, LLC | 198,969 | $7,716,000 | 3.17% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 57,503 | $2,230,000 | 2.29% |
| Destination Wealth Management | 340,147 | $13,190,000 | 1.61% |
| Roundview Capital LLC | 46,740 | $1,813,000 | 1.14% |
| Strategic Capital Group LLC | 29,155 | $1,131,000 | 0.56% |
| Harbour Capital Advisors, LLC | 6,215 | $241,000 | 0.30% |
| Twele Capital Management, Inc. | 18,500 | $717,000 | 0.25% |
| 1834 INVESTMENT ADVISORS CO | 14,915 | $578,000 | 0.20% |
| RAND WEALTH, LLC | 22,381 | $868,000 | 0.19% |