Betterment LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 54 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Betterment LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$41,864
-3.7%
1,180,270
+2.2%
0.13%
-1.5%
Q2 2023$43,486
+4.4%
1,155,016
+2.7%
0.14%0.0%
Q1 2023$41,637
+8.0%
1,124,119
+98.3%
0.14%
+2.3%
Q4 2022$38,557
-99.9%
566,853
+4.6%
0.13%
+3.9%
Q3 2022$35,487,0000.0%541,9560.0%0.13%0.0%
Q2 2022$35,487,000
-5.7%
541,956
+10.8%
0.13%
+5.8%
Q1 2022$37,615,000
+3.3%
488,949
+12.7%
0.12%
+6.2%
Q4 2021$36,411,000
+18.0%
433,928
+16.2%
0.11%
+9.7%
Q3 2021$30,860,000
+26.1%
373,384
+27.5%
0.10%
+24.1%
Q2 2021$24,469,000
+48.6%
292,937
+42.9%
0.08%
+33.9%
Q1 2021$16,461,000
+87.6%
205,040
+82.1%
0.06%
+67.6%
Q4 2020$8,775,000112,6200.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Fulcrum Capital LLC 237,328$19,914,0004.32%
LAKE STREET ADVISORS GROUP, LLC 327,988$27,522,0001.74%
Astoria Portfolio Advisors LLC. 14,081$1,182,0000.94%
Gemmer Asset Management LLC 92,641$7,774,0000.92%
Leith Wheeler Investment Counsel Ltd. 35,467$2,976,0000.42%
FLOW TRADERS U.S. LLC 133,188$11,176,0000.30%
Bond & Devick Financial Network, Inc. 3,989$335,0000.25%
Institute for Wealth Management, LLC. 18,231$1,530,0000.25%
Financial Insights, Inc. 3,001$252,0000.22%
Aufman Associates Inc 3,188$267,0000.20%
View complete list of SPDR INDEX SHS FDS shareholders