SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $168,180 | -3.5% | 3,331 | 0.0% | 0.02% | -6.2% |
Q2 2023 | $174,342 | +5.6% | 3,331 | +0.6% | 0.02% | +6.7% |
Q1 2023 | $165,142 | +6.9% | 3,311 | 0.0% | 0.02% | -6.2% |
Q4 2022 | $154,412 | +9.5% | 3,311 | +0.6% | 0.02% | 0.0% |
Q3 2022 | $141,000 | -6.6% | 3,291 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $151,000 | -15.6% | 3,291 | +0.5% | 0.02% | -5.9% |
Q1 2022 | $179,000 | +0.6% | 3,273 | +0.6% | 0.02% | -5.6% |
Q3 2021 | $178,000 | -2.2% | 3,254 | -0.6% | 0.02% | -5.3% |
Q2 2021 | $182,000 | +6.4% | 3,273 | +0.4% | 0.02% | 0.0% |
Q1 2021 | $171,000 | +7.5% | 3,260 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $159,000 | +12.8% | 3,260 | +0.1% | 0.02% | 0.0% |
Q3 2020 | $141,000 | +8.5% | 3,258 | 0.0% | 0.02% | +5.6% |
Q2 2020 | $130,000 | +19.3% | 3,258 | +0.3% | 0.02% | 0.0% |
Q1 2020 | $109,000 | -21.6% | 3,248 | 0.0% | 0.02% | -14.3% |
Q4 2019 | $139,000 | +7.8% | 3,248 | +0.7% | 0.02% | 0.0% |
Q3 2019 | $129,000 | 0.0% | 3,225 | +99.9% | 0.02% | 0.0% |
Q2 2019 | $129,000 | +3.2% | 1,613 | +0.6% | 0.02% | -4.5% |
Q1 2019 | $125,000 | +12.6% | 1,604 | +0.9% | 0.02% | +4.8% |
Q4 2018 | $111,000 | – | 1,590 | – | 0.02% | – |
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% |