Wealth Architects, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 90 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$26,188,854
-5.0%
531,645
+2.9%
4.45%
-2.1%
Q2 2023$27,579,228
+0.4%
516,755
+2.4%
4.55%
-6.5%
Q1 2023$27,475,602
+5.9%
504,417
+2.0%
4.86%
-0.8%
Q4 2022$25,935,783
+5.8%
494,769
-3.6%
4.91%
-4.4%
Q3 2022$24,522,000
-11.1%
513,220
-0.5%
5.13%
-4.8%
Q2 2022$27,578,000
-7.5%
516,056
+0.5%
5.39%
+6.4%
Q1 2022$29,810,000
+8.9%
513,259
+1.7%
5.07%
+5.6%
Q4 2021$27,374,000
+7.3%
504,594
+4.3%
4.80%
-3.1%
Q3 2021$25,513,000
+1.5%
483,754
+0.5%
4.95%
+0.6%
Q2 2021$25,126,000
+13.6%
481,252
+11.9%
4.92%
+2.8%
Q1 2021$22,119,000
+10.8%
430,000
+7.5%
4.79%
+3.1%
Q4 2020$19,963,000
+26.6%
400,134
+12.8%
4.64%
+8.6%
Q3 2020$15,763,000
+8.6%
354,626
+6.9%
4.28%
+5.0%
Q2 2020$14,521,000
+38.9%
331,839
+23.9%
4.07%
+12.3%
Q1 2020$10,454,000
+34.0%
267,788
+88.9%
3.63%
+66.5%
Q4 2019$7,804,000
+90.2%
141,781
+84.5%
2.18%
+74.5%
Q3 2019$4,103,000
+37.8%
76,837
+37.1%
1.25%
+39.2%
Q2 2019$2,978,000
+204.8%
56,050
+195.2%
0.90%
+194.1%
Q1 2019$977,00018,9900.30%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Wealth Architects, LLC 531,645$26,188,8544.45%
Warren Street Wealth Advisors, LLC 122,787$6,048,4814.00%
WEALTH MANAGEMENT RESOURCES, INC. 140,505$6,921,2913.34%
Newport Capital Group, LLC 26,511$1,305,9351.21%
Hills Bank & Trust Co 174,256$8,583,8511.00%
Paragon Capital Management Ltd 50,545$2,489,8560.56%
Hobart Private Capital, LLC 26,915$1,325,8330.50%
OXFORD FINANCIAL GROUP, LTD. LLC 112,393$5,536,4790.48%
Hedeker Wealth, LLC 27,060$1,332,9730.46%
West Wealth Group, LLC 14,383$708,5180.31%
View complete list of SPDR INDEX SHS FDS shareholders