SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 52 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,540 | -6.2% | 7,626 | -0.5% | 0.03% | -3.1% |
| Q2 2023 | $288,539 | +1.8% | 7,664 | +0.1% | 0.03% | -11.1% |
| Q1 2023 | $283,544 | +9.5% | 7,654 | +101.0% | 0.04% | 0.0% |
| Q4 2022 | $259,038 | +23.4% | 3,808 | +18.5% | 0.04% | +24.1% |
| Q2 2022 | $210,000 | -13.2% | 3,213 | +2.0% | 0.03% | -3.3% |
| Q1 2022 | $242,000 | +20.4% | 3,149 | +31.4% | 0.03% | +25.0% |
| Q4 2021 | $201,000 | -79.2% | 2,396 | -79.5% | 0.02% | -81.8% |
| Q3 2021 | $966,000 | +4.5% | 11,692 | +5.7% | 0.13% | -24.6% |
| Q2 2021 | $924,000 | – | 11,064 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Capital LLC | 194,398 | $15,606,000 | 4.48% |
| LAKE STREET ADVISORS GROUP, LLC | 262,617 | $21,083,000 | 1.72% |
| Leith Wheeler Investment Counsel Ltd. | 33,000 | $2,649,000 | 0.44% |
| Bond & Devick Financial Network, Inc. | 3,566 | $286,000 | 0.26% |
| Aufman Associates Inc | 3,188 | $256,000 | 0.21% |
| Institute for Wealth Management, LLC. | 13,423 | $1,078,000 | 0.20% |
| Hanson & Doremus Investment Management | 10,208 | $819,000 | 0.19% |
| Horst & Graben Wealth Management LLC | 7,277 | $584,000 | 0.18% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 14,835 | $1,191,000 | 0.16% |
| GYL FINANCIAL SYNERGIES, LLC | 3,141 | $252,000 | 0.14% |