Peak Financial Management, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 53 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$19,108,663
-1.4%
378,464
+2.2%
6.95%
+0.7%
Q2 2023$19,383,978
+4.1%
370,347
-0.8%
6.90%
-0.3%
Q1 2023$18,612,595
+7.2%
373,222
+0.3%
6.92%
+1.4%
Q4 2022$17,355,279
+8.7%
372,191
-0.3%
6.83%
+2.5%
Q3 2022$15,972,000
-6.1%
373,369
+1.0%
6.66%
+1.8%
Q2 2022$17,010,000
-15.1%
369,780
+1.1%
6.54%
-2.5%
Q1 2022$20,034,000
-3.8%
365,578
+1.5%
6.71%
-0.5%
Q4 2021$20,828,000
+4.0%
360,103
-1.5%
6.74%
-0.6%
Q3 2021$20,023,000
-1.1%
365,753
+0.3%
6.78%
-1.4%
Q2 2021$20,253,000
+6.9%
364,793
+0.8%
6.88%
+0.2%
Q1 2021$18,943,000
+6.8%
361,834
-0.6%
6.86%
+2.8%
Q4 2020$17,735,000
+15.1%
364,102
+2.3%
6.68%
+0.4%
Q3 2020$15,411,000
+10.9%
356,081
+2.0%
6.65%
+1.9%
Q2 2020$13,902,000
+11.1%
349,021
-6.2%
6.53%
+2.1%
Q1 2020$12,518,000
-57.8%
372,236
-46.2%
6.40%
+1.0%
Q4 2019$29,688,000
+8.0%
691,456
+0.4%
6.33%
+3.7%
Q3 2019$27,488,000
+102.4%
688,766
+305.4%
6.10%
+0.1%
Q2 2019$13,582,000
-47.5%
169,882
-48.8%
6.10%
+2.5%
Q1 2019$25,890,000
+159.5%
331,538
+131.3%
5.95%
+21.2%
Q4 2018$9,978,000
-51.2%
143,314
-43.2%
4.91%
+6.8%
Q3 2018$20,450,000
+183.6%
252,368
+170.3%
4.60%
+38.0%
Q2 2018$7,212,000
+63.2%
93,365
+65.2%
3.33%
+58.5%
Q1 2018$4,420,000
+404.6%
56,519
+408.4%
2.10%
+1166.3%
Q4 2017$876,000
+8.7%
11,118
+4.0%
0.17%
+7.1%
Q3 2017$806,000
+6.3%
10,688
+1.3%
0.16%
+4.7%
Q2 2017$758,000
+107.1%
10,550
+100.0%
0.15%0.0%
Q1 2017$366,000
-39.0%
5,274
-42.5%
0.15%
+13.0%
Q4 2016$600,0009,1680.13%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Aware Asset Management, Inc. 712,425$34,887,00029.88%
Peak Financial Management, Inc. 364,102$17,735,0006.68%
Stadion Money Management, LLC 3,293,851$160,443,0005.84%
Professional Financial Advisors, LLC 72,554$3,534,0002.78%
Sequoia Financial Advisors, LLC 808,992$39,406,0001.80%
Golden State Equity Partners 42,805$2,085,0001.44%
FIRST HAWAIIAN BANK 269,347$13,120,0000.60%
ACT WEALTH MANAGEMENT, LLC 17,492$852,0000.55%
AdvisorNet Financial, Inc 137,997$6,722,0000.54%
Flagship Private Wealth, LLC 10,521$520,584,0000.48%
View complete list of SPDR INDEX SHS FDS shareholders