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 | $23,196 | -27.2% | 346 | -24.0% | 0.00% | 0.0% |
| Q2 2023 | $31,866 | +1.7% | 455 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $31,338 | +20.1% | 452 | +11.1% | 0.00% | 0.0% |
| Q4 2022 | $26,094 | +63.1% | 407 | +38.4% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | +33.3% | 294 | +46.3% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 201 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -57.1% | 201 | -57.2% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | +133.3% | 470 | +133.8% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 201 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | – | 201 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SILVERHAWK ASSET MANAGEMENT, LLC | 275,093 | $19,069,466 | 15.58% |
| SimpliFi, Inc. | 308,918 | $21,414,193 | 10.53% |
| Intelligence Driven Advisers, LLC | 773,046 | $53,796,267 | 9.67% |
| Financial Enhancement Group LLC | 433,112 | $30,729,281 | 5.97% |
| Financial Guidance Group, Inc. | 76,597 | $5,309,704 | 4.04% |
| Johnson & White Wealth Management, LLC | 64,494 | $4,471 | 3.98% |
| ARQ WEALTH ADVISORS, LLC | 76,913 | $5,331,609 | 3.92% |
| Hobart Private Capital, LLC | 135,017 | $9,359,378 | 3.69% |
| 1620 INVESTMENT ADVISORS, INC. | 31,642 | $2,193,393 | 2.64% |
| Andesa Financial Management Inc. | 125,460 | $4,348,440 | 2.23% |