SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 3 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,582,209 | -50.5% | 44,604 | -47.5% | 0.01% | -33.3% |
| Q2 2023 | $3,198,500 | +1.8% | 84,954 | +0.2% | 0.01% | +71.4% |
| Q1 2023 | $3,140,931 | +16.5% | 84,796 | +105.9% | 0.01% | -76.7% |
| Q2 2022 | $2,697,000 | +66.1% | 41,190 | +109.6% | 0.03% | -16.7% |
| Q3 2021 | $1,624,000 | -1.1% | 19,650 | -0.1% | 0.04% | 0.0% |
| Q2 2021 | $1,642,000 | +4.1% | 19,662 | +0.0% | 0.04% | -2.7% |
| Q1 2021 | $1,578,000 | +3.1% | 19,654 | 0.0% | 0.04% | -24.5% |
| Q4 2020 | $1,531,000 | – | 19,654 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAKE STREET ADVISORS GROUP, LLC | 770,232 | $28,530 | 1.76% |
| Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,979,802 | 1.47% |
| Gemmer Asset Management LLC | 217,512 | $8,056,813 | 1.18% |
| AIFG Consultants Ltd. | 8,845 | $327,625 | 0.28% |
| Institute for Wealth Management, LLC. | 38,628 | $1,430,826 | 0.27% |
| Astoria Portfolio Advisors LLC. | 13,996 | $522,882 | 0.22% |
| Aufman Associates Inc | 6,375 | $236,130 | 0.20% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 148,703 | $5,508,063 | 0.18% |
| Bond & Devick Financial Network, Inc. | 7,562 | $280,102 | 0.18% |
| Fortis Capital Management LLC | 9,882 | $366,046 | 0.15% |