SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 37 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $165,720 | +15.9% | 2,436 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $143,000 | -39.9% | 2,436 | -32.9% | 0.01% | -38.1% |
| Q2 2022 | $238,000 | -14.7% | 3,630 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $279,000 | -7.0% | 3,630 | +1.4% | 0.02% | -4.3% |
| Q4 2021 | $300,000 | +2.4% | 3,581 | +0.9% | 0.02% | -4.2% |
| Q3 2021 | $293,000 | -1.3% | 3,550 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $297,000 | +57.1% | 3,550 | +50.7% | 0.02% | +41.2% |
| Q1 2021 | $189,000 | -41.7% | 2,356 | -42.4% | 0.02% | +13.3% |
| Q4 2020 | $324,000 | +561.2% | 4,090 | +468.8% | 0.02% | +200.0% |
| Q3 2020 | $49,000 | – | 719 | – | 0.01% | – |
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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% |