Fulcrum Capital LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 65 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
Fulcrum Capital LLC 194,398$15,606,0004.48%
LAKE STREET ADVISORS GROUP, LLC 262,617$21,083,0001.72%
Leith Wheeler Investment Counsel Ltd. 33,000$2,649,0000.44%
Bond & Devick Financial Network, Inc. 3,566$286,0000.26%
Aufman Associates Inc 3,188$256,0000.21%
Institute for Wealth Management, LLC. 13,423$1,078,0000.20%
Hanson & Doremus Investment Management 10,208$819,0000.19%
Horst & Graben Wealth Management LLC 7,277$584,0000.18%
OXFORD FINANCIAL GROUP, LTD. LLC 14,835$1,191,0000.16%
GYL FINANCIAL SYNERGIES, LLC 3,141$252,0000.14%
View complete list of SPDR INDEX SHS FDS shareholders