SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 90 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,778 | -7.7% | 300 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $16,011 | -2.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,341 | +3.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,726 | +12.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | -74.6% | 300 | -75.0% | 0.00% | -66.7% |
| Q2 2021 | $63,000 | +1.6% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $62,000 | – | 1,200 | – | 0.00% | – |
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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% |