SimpliFi, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 94 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SimpliFi, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$20,788,223
-3.2%
310,087
+1.0%
10.24%
+0.9%
Q2 2023$21,468,043
+0.3%
307,035
-0.6%
10.15%
-3.6%
Q1 2023$21,414,193
+5.2%
308,918
-2.7%
10.53%
-0.9%
Q4 2022$20,357,781
+10.1%
317,594
-4.2%
10.62%
+11.0%
Q3 2022$18,488,000
-10.1%
331,389
-0.1%
9.58%
-5.7%
Q2 2022$20,557,000
-12.1%
331,666
+2.3%
10.15%
-4.5%
Q1 2022$23,388,000
-4.8%
324,063
+1.2%
10.63%
-1.0%
Q4 2021$24,578,000
+2.2%
320,219
+0.0%
10.74%
-0.6%
Q3 2021$24,055,000
-0.1%
320,095
+0.6%
10.80%
-0.9%
Q2 2021$24,074,000
+4.4%
318,317
-0.6%
10.90%
+1.2%
Q1 2021$23,070,000
+0.8%
320,109
-2.3%
10.78%
+1.1%
Q4 2020$22,884,000
+7.3%
327,518
-5.0%
10.66%
+0.4%
Q3 2020$21,319,000344,74910.62%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
SILVERHAWK ASSET MANAGEMENT, LLC 272,050$17,438,42315.39%
SimpliFi, Inc. 317,594$20,357,78110.62%
Intelligence Driven Advisers, LLC 768,726$50,905,0329.34%
Financial Enhancement Group LLC 372,612$25,507,7164.89%
Financial Guidance Group, Inc. 76,332$4,892,8813.98%
ARQ WEALTH ADVISORS, LLC 94,098$6,031,6823.94%
1620 INVESTMENT ADVISORS, INC. 30,677$1,966,3672.38%
Andesa Financial Management Inc. 56,563$3,625,6931.98%
Levy Wealth Management Group, LLC 84,802$5,435,8081.82%
Warren Street Wealth Advisors, LLC 35,090$2,250,3911.81%
View complete list of SPDR INDEX SHS FDS shareholders