GeoWealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 1 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$63
+142.3%
935
+154.8%
0.01%
+133.3%
Q2 2023$260.0%367
+0.5%
0.00%0.0%
Q1 2023$26
-100.0%
365
-74.9%
0.00%
-82.4%
Q1 2021$107,000
-34.4%
1,456
-37.7%
0.02%
-34.6%
Q4 2020$163,000
-55.6%
2,338
-61.3%
0.03%
-76.6%
Q3 2020$367,000
-33.2%
6,037
-34.6%
0.11%
-51.1%
Q2 2020$549,000
-46.1%
9,232
-51.6%
0.23%
-68.5%
Q1 2020$1,019,000
-54.0%
19,074
-42.4%
0.72%
-39.5%
Q4 2019$2,213,000
-55.6%
33,128
-58.1%
1.19%
+6.2%
Q3 2019$4,982,000
+449.3%
79,011
+449.5%
1.12%
-52.9%
Q2 2019$907,00014,3802.38%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
SILVERHAWK ASSET MANAGEMENT, LLC 275,093$19,069,46615.58%
SimpliFi, Inc. 308,918$21,414,19310.53%
Intelligence Driven Advisers, LLC 773,046$53,796,2679.67%
Financial Enhancement Group LLC 433,112$30,729,2815.97%
Financial Guidance Group, Inc. 76,597$5,309,7044.04%
Johnson & White Wealth Management, LLC 64,494$4,4713.98%
ARQ WEALTH ADVISORS, LLC 76,913$5,331,6093.92%
Hobart Private Capital, LLC 135,017$9,359,3783.69%
1620 INVESTMENT ADVISORS, INC. 31,642$2,193,3932.64%
Andesa Financial Management Inc. 125,460$4,348,4402.23%
View complete list of SPDR INDEX SHS FDS shareholders