Fulcrum Capital LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 54 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fulcrum Capital LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$313,216
+8.9%
8,456
+100.0%
0.08%
+1.2%
Q4 2022$287,574
+16.4%
4,2280.0%0.08%
+13.7%
Q3 2022$247,000
-10.8%
4,2280.0%0.07%
-16.1%
Q2 2022$277,000
-14.8%
4,2280.0%0.09%0.0%
Q1 2022$325,000
-98.4%
4,228
-98.2%
0.09%
-98.0%
Q4 2021$19,914,000
+11.3%
237,328
+9.6%
4.32%
+0.8%
Q3 2021$17,900,000
+0.4%
216,561
+1.5%
4.28%
-4.2%
Q2 2021$17,825,000
+14.2%
213,398
+9.8%
4.47%
-0.1%
Q1 2021$15,606,000
+12.1%
194,398
+8.8%
4.48%
+7.5%
Q4 2020$13,918,000
+21.9%
178,623
+7.0%
4.16%
+0.8%
Q3 2020$11,420,000
+40.1%
166,973
+32.9%
4.13%
+33.7%
Q2 2020$8,151,000
+15.8%
125,6310.0%3.09%
-3.3%
Q1 2020$7,036,000
-14.2%
125,631
+11.1%
3.19%
+25.8%
Q4 2019$8,197,000
+6.6%
113,106
-0.2%
2.54%
-3.4%
Q3 2019$7,690,000
+371.5%
113,377
+371.5%
2.63%
+339.9%
Q2 2019$1,631,000
+2.1%
24,0450.0%0.60%
-1.0%
Q1 2019$1,597,000
+19.4%
24,045
+26.3%
0.60%
+15.7%
Q3 2018$1,337,00019,0400.52%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
LAKE STREET ADVISORS GROUP, LLC 770,211$27,321,0001.62%
Leith Wheeler Investment Counsel Ltd. 269,428$9,557,3401.26%
Gemmer Asset Management LLC 258,654$9,175,1601.24%
AIFG Consultants Ltd. 9,884$350,6120.29%
Institute for Wealth Management, LLC. 44,608$1,582,3560.28%
Astoria Portfolio Advisors LLC. 15,903$540,2270.26%
FLPUTNAM INVESTMENT MANAGEMENT CO 212,926$7,553,0600.21%
Bond & Devick Financial Network, Inc. 8,621$305,8100.20%
Aufman Associates Inc 6,498$230,4850.19%
Stonehearth Capital Management, LLC 7,832$277,8220.15%
View complete list of SPDR INDEX SHS FDS shareholders