SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 71 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 483,754 | $25,513,000 | 4.95% |
| Sequoia Financial Advisors, LLC | 173,956 | $9,174,000 | 0.93% |
| Beacon Pointe Advisors, LLC | 281,820 | $14,863,000 | 0.37% |
| NICOLET ADVISORY SERVICES, LLC | 50,055 | $2,640,000 | 0.34% |
| Castle Rock Wealth Management, LLC | 6,860 | $381,000 | 0.13% |
| Capital Analysts, LLC | 32,039 | $1,689,000 | 0.11% |
| LIBERTY WEALTH MANAGEMENT LLC | 5,266 | $280,000 | 0.10% |
| FIRST FOUNDATION ADVISORS | 50,952 | $2,687,000 | 0.10% |
| EFG Asset Management (Americas) Corp. | 10,315 | $544,000 | 0.10% |
| Boltwood Capital Management | 4,008 | $211,000 | 0.08% |