SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 102 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,441,014 | -35.6% | 36,408 | -32.9% | 0.00% | -42.9% |
| Q2 2023 | $3,793,056 | +76.9% | 54,245 | +75.3% | 0.01% | +75.0% |
| Q1 2023 | $2,144,622 | +58.2% | 30,937 | +46.0% | 0.00% | +33.3% |
| Q4 2022 | $1,355,780 | +9.0% | 21,186 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $1,244,000 | -5.6% | 22,292 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $1,318,000 | -22.5% | 21,277 | -9.7% | 0.00% | 0.0% |
| Q1 2022 | $1,700,000 | +42.9% | 23,551 | +51.9% | 0.00% | +50.0% |
| Q4 2021 | $1,190,000 | -25.1% | 15,500 | -26.7% | 0.00% | -33.3% |
| Q3 2021 | $1,589,000 | -19.7% | 21,152 | -19.2% | 0.00% | -25.0% |
| Q2 2021 | $1,979,000 | +62.1% | 26,188 | +54.5% | 0.00% | +33.3% |
| Q1 2021 | $1,221,000 | -4.8% | 16,952 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $1,282,000 | -5.2% | 18,332 | -16.2% | 0.00% | -25.0% |
| Q3 2020 | $1,353,000 | -8.9% | 21,884 | -12.3% | 0.00% | -20.0% |
| Q2 2020 | $1,485,000 | -57.9% | 24,940 | -62.2% | 0.01% | -64.3% |
| Q1 2020 | $3,526,000 | – | 66,021 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SILVERHAWK ASSET MANAGEMENT, LLC | 272,050 | $17,438,423 | 15.39% |
| SimpliFi, Inc. | 317,594 | $20,357,781 | 10.62% |
| Intelligence Driven Advisers, LLC | 768,726 | $50,905,032 | 9.34% |
| Financial Enhancement Group LLC | 372,612 | $25,507,716 | 4.89% |
| Financial Guidance Group, Inc. | 76,332 | $4,892,881 | 3.98% |
| ARQ WEALTH ADVISORS, LLC | 94,098 | $6,031,682 | 3.94% |
| 1620 INVESTMENT ADVISORS, INC. | 30,677 | $1,966,367 | 2.38% |
| Andesa Financial Management Inc. | 56,563 | $3,625,693 | 1.98% |
| Levy Wealth Management Group, LLC | 84,802 | $5,435,808 | 1.82% |
| Warren Street Wealth Advisors, LLC | 35,090 | $2,250,391 | 1.81% |