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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USAdvisors Wealth Management, LLC | 123,450 | $9,735,000 | 8.32% |
| Sequoia Financial Advisors, LLC | 126,991 | $10,014,000 | 1.06% |
| FAS Wealth Partners, Inc. | 32,255 | $2,544,000 | 0.67% |
| AlphaStar Capital Management, LLC | 25,208 | $1,988,000 | 0.51% |
| AdvisorNet Financial, Inc | 39,382 | $3,106,000 | 0.47% |
| Peak Financial Management, Inc. | 11,118 | $876,000 | 0.17% |
| Cypress Wealth Services, LLC | 4,688 | $370,000 | 0.15% |
| C M BIDWELL & ASSOCIATES LTD | 1,175 | $93,000 | 0.08% |
| MANAGED ASSET PORTFOLIOS, LLC | 3,050 | $241,000 | 0.08% |
| CENTAURUS FINANCIAL, INC. | 3,417 | $269,000 | 0.07% |