Sequoia Financial Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 53 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$79,751,085
-1.9%
1,312,127
-3.7%
0.96%
-4.9%
Q1 2024$81,316,194
+9.2%
1,362,537
+1.3%
1.01%
+9.5%
Q4 2023$74,448,666
+11.1%
1,345,296
+1.4%
0.92%
-21.4%
Q3 2023$66,989,852
-3.4%
1,326,794
+0.1%
1.17%
-1.3%
Q2 2023$69,360,312
+12.6%
1,325,187
+7.3%
1.19%
-13.1%
Q1 2023$61,574,250
+2.8%
1,234,695
-3.9%
1.37%
-7.0%
Q4 2022$59,899,793
+14.2%
1,284,576
+4.8%
1.47%
-10.9%
Q3 2022$52,433,000
-9.3%
1,225,698
-2.4%
1.65%
+1.1%
Q2 2022$57,795,000
-18.9%
1,256,377
-3.4%
1.64%
-8.2%
Q1 2022$71,303,000
-1.5%
1,301,158
+4.0%
1.78%
-9.6%
Q4 2021$72,377,000
+235.8%
1,251,323
+217.8%
1.97%
-10.0%
Q3 2021$21,553,000
-67.5%
393,707
-67.0%
2.19%
-9.4%
Q2 2021$66,233,000
+79.2%
1,192,957
+68.9%
2.42%
+56.1%
Q1 2021$36,970,000
-6.2%
706,161
-12.7%
1.55%
-14.1%
Q4 2020$39,406,000
+11.0%
808,992
-1.4%
1.80%
-3.8%
Q3 2020$35,507,000
+6.2%
820,394
-2.3%
1.87%
-5.3%
Q2 2020$33,440,000
+30.2%
839,565
+10.0%
1.98%
+4.3%
Q1 2020$25,675,000
-15.7%
763,442
+7.7%
1.90%
-2.0%
Q4 2019$30,445,000
+16.8%
709,090
+8.5%
1.93%
+2.4%
Q3 2019$26,072,000
+8.2%
653,262
+116.7%
1.89%
+5.3%
Q2 2019$24,099,000
+21.6%
301,427
+18.8%
1.79%
+10.1%
Q1 2019$19,819,000
+122.2%
253,791
+98.1%
1.63%
+57.8%
Q4 2018$8,919,000
-13.7%
128,105
+0.5%
1.03%
+0.5%
Q3 2018$10,334,000
+7.2%
127,523
+2.2%
1.03%0.0%
Q2 2018$9,640,000
+1.7%
124,796
+2.9%
1.03%
+3.0%
Q1 2018$9,481,000
-5.3%
121,245
-4.5%
1.00%
-5.5%
Q4 2017$10,014,000
+6.9%
126,991
+2.2%
1.06%
-5.0%
Q3 2017$9,370,000
+5.1%
124,223
+0.0%
1.11%
+0.5%
Q2 2017$8,919,000
+6.1%
124,183
+2.4%
1.10%
+3.4%
Q1 2017$8,405,000
-11.7%
121,234
-16.6%
1.07%
-21.5%
Q4 2016$9,523,000
+3.0%
145,342
+3.1%
1.36%
-21.0%
Q3 2016$9,243,000140,9401.72%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Schaeffer Financial LLC 238,172$14,476,09515.71%
Peak Financial Management, Inc. 375,482$22,821,8227.14%
Barden Capital Management, Inc. 66,541$4,044,3623.81%
UNIQUE WEALTH, LLC 121,890$7,408,4621.94%
INTERACTIVE FINANCIAL ADVISORS, INC. 48,892$2,971,7071.64%
Advance Capital Management, Inc. 405,811$24,665,1651.17%
ACT WEALTH MANAGEMENT, LLC 35,988$2,187,3601.08%
Sequoia Financial Advisors, LLC 1,312,127$79,751,0850.96%
FINANCIAL CONSULATE, INC 38,328$2,329,5500.68%
LVW Advisors, LLC 75,807$4,607,5500.67%
View complete list of SPDR INDEX SHS FDS shareholders