SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 60 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 178,623 | $13,918,000 | 4.16% |
| LAKE STREET ADVISORS GROUP, LLC | 295,987 | $23,064,000 | 1.91% |
| Leith Wheeler Investment Counsel Ltd. | 33,000 | $3,274,000 | 0.46% |
| Bond & Devick Financial Network, Inc. | 3,481 | $271,000 | 0.31% |
| Aufman Associates Inc | 3,188 | $248,000 | 0.22% |
| Horst & Graben Wealth Management LLC | 7,511 | $585,000 | 0.20% |
| Institute for Wealth Management, LLC. | 12,853 | $1,002,000 | 0.20% |
| Hanson & Doremus Investment Management | 10,208 | $795,000 | 0.20% |
| Tidal Investments LLC | 34,742 | $2,707,000 | 0.19% |
| Financial Insights, Inc. | 3,016 | $235,000 | 0.18% |