SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,972 | -3.5% | 2,396 | 0.0% | 0.01% | -18.8% |
| Q2 2023 | $125,404 | +5.8% | 2,396 | +0.8% | 0.02% | +23.1% |
| Q1 2023 | $118,514 | +4.3% | 2,376 | -2.5% | 0.01% | 0.0% |
| Q4 2022 | $113,668 | +10.4% | 2,438 | +0.9% | 0.01% | +18.2% |
| Q3 2022 | $103,000 | -7.2% | 2,417 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $111,000 | -15.3% | 2,417 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $131,000 | -28.4% | 2,398 | -24.1% | 0.01% | -29.4% |
| Q4 2021 | $183,000 | +7.0% | 3,160 | +1.0% | 0.02% | +6.2% |
| Q3 2021 | $171,000 | -1.7% | 3,130 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $174,000 | +6.7% | 3,130 | +0.4% | 0.02% | -5.9% |
| Q1 2021 | $163,000 | +7.2% | 3,118 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $152,000 | -62.2% | 3,118 | -66.4% | 0.02% | -69.1% |
| Q3 2020 | $402,000 | +7.5% | 9,282 | -1.2% | 0.06% | 0.0% |
| Q2 2020 | $374,000 | +4.5% | 9,399 | -11.8% | 0.06% | -12.7% |
| Q1 2020 | $358,000 | -24.6% | 10,658 | -3.8% | 0.06% | -21.2% |
| Q4 2019 | $475,000 | +8.2% | 11,074 | +0.7% | 0.08% | 0.0% |
| Q3 2019 | $439,000 | -3.1% | 10,997 | +94.1% | 0.08% | -4.8% |
| Q2 2019 | $453,000 | -0.4% | 5,665 | -2.9% | 0.08% | -5.6% |
| Q1 2019 | $455,000 | -1.9% | 5,832 | -12.5% | 0.09% | -16.0% |
| Q4 2018 | $464,000 | -12.0% | 6,668 | +2.5% | 0.11% | -11.7% |
| Q3 2018 | $527,000 | -6.9% | 6,504 | -11.2% | 0.12% | -21.1% |
| Q2 2018 | $566,000 | -25.9% | 7,321 | -25.1% | 0.15% | -30.9% |
| Q1 2018 | $764,000 | -70.0% | 9,774 | -69.7% | 0.22% | -67.1% |
| Q4 2017 | $2,544,000 | +9.5% | 32,255 | +4.7% | 0.67% | +3.1% |
| Q3 2017 | $2,324,000 | +19.6% | 30,816 | +13.9% | 0.65% | +11.9% |
| Q2 2017 | $1,943,000 | +8.5% | 27,052 | +4.8% | 0.58% | +4.7% |
| Q1 2017 | $1,790,000 | – | 25,818 | – | 0.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 2,608,618 | $142,804,000 | 9.42% |
| Peak Financial Management, Inc. | 365,753 | $20,023,000 | 6.78% |
| Golden State Equity Partners | 104,842 | $5,739,000 | 2.34% |
| Sequoia Financial Advisors, LLC | 393,707 | $21,553,000 | 2.19% |
| ACT WEALTH MANAGEMENT, LLC | 18,338 | $1,018,000 | 0.63% |
| FIRST HAWAIIAN BANK | 275,707 | $15,093,000 | 0.62% |
| FINANCIAL CONSULATE, INC | 30,967 | $1,695,000 | 0.61% |
| AdvisorNet Financial, Inc | 142,865 | $7,821,000 | 0.54% |
| Professional Financial Advisors, LLC | 17,111 | $937,000 | 0.54% |
| Flagship Private Wealth, LLC | 12,224 | $669,000 | 0.54% |