Betterment LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 63 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Fulcrum Capital LLC 24,045$1,631,0000.60%
Beacon Pointe Advisors, LLC 17,260$1,171,0000.43%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,250$220,0000.26%
Hanson & Doremus Investment Management 10,477$711,0000.22%
Choate Investment Advisors 42,662$2,894,0000.17%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 13,850$940,0000.09%
FLPUTNAM INVESTMENT MANAGEMENT CO 8,168$554,0000.04%
Cribstone Capital Management, LLC 1,020$69,0000.04%
Miracle Mile Advisors, LLC 7,150$485,0000.04%
BALDWIN BROTHERS LLC/MA 1,660$113,0000.02%
View complete list of SPDR INDEX SHS FDS shareholders