SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 61 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,175,160 | +1.6% | 258,654 | +7.8% | 1.24% | +0.8% |
| Q2 2023 | $9,032,879 | +12.1% | 239,917 | +10.3% | 1.23% | +4.2% |
| Q1 2023 | $8,056,813 | +19.3% | 217,512 | +119.2% | 1.18% | +10.3% |
| Q4 2022 | $6,750,810 | +17.8% | 99,252 | +1.3% | 1.07% | +11.8% |
| Q3 2022 | $5,730,000 | -26.3% | 97,936 | +5.7% | 0.96% | +4.3% |
| Q4 2021 | $7,774,000 | +4292.1% | 92,641 | +3678.2% | 0.92% | +1401.6% |
| Q1 2018 | $177,000 | – | 2,452 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAKE STREET ADVISORS GROUP, LLC | 770,211 | $27,321,000 | 1.62% |
| Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,557,340 | 1.26% |
| Gemmer Asset Management LLC | 258,654 | $9,175,160 | 1.24% |
| AIFG Consultants Ltd. | 9,884 | $350,612 | 0.29% |
| Institute for Wealth Management, LLC. | 44,608 | $1,582,356 | 0.28% |
| Astoria Portfolio Advisors LLC. | 15,903 | $540,227 | 0.26% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 212,926 | $7,553,060 | 0.21% |
| Bond & Devick Financial Network, Inc. | 8,621 | $305,810 | 0.20% |
| Aufman Associates Inc | 6,498 | $230,485 | 0.19% |
| Stonehearth Capital Management, LLC | 7,832 | $277,822 | 0.15% |