SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 59 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,301 | -13.3% | 3,828 | -11.6% | 0.05% | -16.4% |
| Q1 2023 | $235,747 | -30.5% | 4,328 | -33.1% | 0.06% | -37.5% |
| Q4 2022 | $339,157 | +9.4% | 6,470 | -0.2% | 0.09% | +4.8% |
| Q3 2022 | $310,000 | -10.7% | 6,485 | 0.0% | 0.08% | +3.7% |
| Q2 2022 | $347,000 | -13.7% | 6,485 | -6.3% | 0.08% | -1.2% |
| Q1 2022 | $402,000 | +6.3% | 6,921 | -0.6% | 0.08% | +6.5% |
| Q4 2021 | $378,000 | +3.0% | 6,966 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $367,000 | +3.1% | 6,966 | +2.2% | 0.08% | 0.0% |
| Q2 2021 | $356,000 | 0.0% | 6,816 | -1.4% | 0.08% | -7.0% |
| Q1 2021 | $356,000 | +18.3% | 6,911 | +14.6% | 0.09% | +13.2% |
| Q4 2020 | $301,000 | +12.3% | 6,031 | 0.0% | 0.08% | +1.3% |
| Q3 2020 | $268,000 | +1.5% | 6,031 | 0.0% | 0.08% | -9.6% |
| Q2 2020 | $264,000 | +12.3% | 6,031 | 0.0% | 0.08% | -33.1% |
| Q1 2020 | $235,000 | – | 6,031 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealth Architects, LLC | 531,645 | $26,188,854 | 4.45% |
| Warren Street Wealth Advisors, LLC | 122,787 | $6,048,481 | 4.00% |
| WEALTH MANAGEMENT RESOURCES, INC. | 140,505 | $6,921,291 | 3.34% |
| Newport Capital Group, LLC | 26,511 | $1,305,935 | 1.21% |
| Hills Bank & Trust Co | 174,256 | $8,583,851 | 1.00% |
| Paragon Capital Management Ltd | 50,545 | $2,489,856 | 0.56% |
| Hobart Private Capital, LLC | 26,915 | $1,325,833 | 0.50% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 112,393 | $5,536,479 | 0.48% |
| Hedeker Wealth, LLC | 27,060 | $1,332,973 | 0.46% |
| West Wealth Group, LLC | 14,383 | $708,518 | 0.31% |