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 ↓ |
---|---|---|---|
Stadion Money Management, LLC | 3,020,595 | $158,137,000 | 7.15% |
Peak Financial Management, Inc. | 361,834 | $18,943,000 | 6.86% |
Golden State Equity Partners | 67,232 | $3,520,000 | 2.01% |
Sequoia Financial Advisors, LLC | 706,161 | $36,970,000 | 1.55% |
FIRST HAWAIIAN BANK | 274,779 | $14,385,000 | 0.62% |
ACT WEALTH MANAGEMENT, LLC | 18,240 | $955,000 | 0.62% |
Professional Financial Advisors, LLC | 17,219 | $901,000 | 0.56% |
AdvisorNet Financial, Inc | 148,453 | $7,772,000 | 0.55% |
FINANCIAL CONSULATE, INC | 22,674 | $1,187,000 | 0.48% |
Flagship Private Wealth, LLC | 10,550 | $564,852,000 | 0.47% |