SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,273,524 | -15.9% | 758,042 | -12.8% | 0.34% | -13.4% |
| Q2 2023 | $45,487,720 | +9.3% | 869,081 | +4.2% | 0.40% | -0.5% |
| Q1 2023 | $41,606,756 | +96786.1% | 834,304 | -9.4% | 0.40% | +19750.0% |
| Q4 2022 | $42,944 | -99.9% | 920,945 | +9.7% | 0.00% | -99.5% |
| Q3 2022 | $35,925,000 | +60.6% | 839,827 | +72.7% | 0.41% | +106.5% |
| Q2 2022 | $22,369,000 | +6518.0% | 486,281 | +7776.3% | 0.20% | +6566.7% |
| Q1 2022 | $338,000 | +5.3% | 6,174 | +11.2% | 0.00% | +50.0% |
| Q4 2021 | $321,000 | +50.0% | 5,553 | +41.8% | 0.00% | +100.0% |
| Q3 2021 | $214,000 | +135.2% | 3,915 | +70.4% | 0.00% | 0.0% |
| Q2 2020 | $91,000 | – | 2,297 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Financial Management, Inc. | 378,464 | $19,108,663 | 6.95% |
| Barden Capital Management, Inc. | 91,425 | $4,616,057 | 4.49% |
| UNIQUE WEALTH, LLC | 132,837 | $6,706,964 | 2.80% |
| Syntal Capital Partners, LLC | 58,069 | $2,931,919 | 2.28% |
| Advance Capital Management, Inc. | 453,849 | $22,914,817 | 2.12% |
| Sequoia Financial Advisors, LLC | 1,326,794 | $66,989,852 | 1.17% |
| ACT WEALTH MANAGEMENT, LLC | 34,013 | $1,717,330 | 1.15% |
| FINANCIAL CONSULATE, INC | 38,441 | $1,940,887 | 0.86% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 21,058 | $1,063,222 | 0.72% |
| LVW Advisors, LLC | 68,132 | $3,439,985 | 0.71% |