LAKE STREET ADVISORS GROUP, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 43 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$27,321,000
+94116.8%
770,2110.0%1.62%
+1.4%
Q2 2023$28,998
+1.6%
770,211
-0.0%
1.60%
-9.2%
Q1 2023$28,530
+1.9%
770,232
+87.0%
1.76%
-4.4%
Q4 2022$28,008
-99.9%
411,781
+0.4%
1.84%
+6.0%
Q3 2022$23,991,000
-21.9%
410,025
-12.6%
1.74%
-20.5%
Q2 2022$30,730,000
+15.5%
469,305
+35.7%
2.19%
+29.3%
Q1 2022$26,608,000
-3.3%
345,858
+5.4%
1.69%
-2.4%
Q4 2021$27,522,000
+2.3%
327,988
+0.8%
1.74%
-39.7%
Q3 2021$26,900,000
+5.7%
325,450
+9.9%
2.88%
+53.2%
Q2 2021$25,461,000
+20.8%
296,121
+12.8%
1.88%
+9.6%
Q1 2021$21,083,000
-8.6%
262,617
-11.3%
1.72%
-10.2%
Q4 2020$23,064,000
+14.4%
295,987
+0.4%
1.91%
+0.3%
Q3 2020$20,164,000
+4.8%
294,826
-0.5%
1.90%
-2.4%
Q2 2020$19,232,000
+201.4%
296,399
+160.2%
1.95%
+145.9%
Q1 2020$6,381,000
+24.7%
113,932
+61.3%
0.79%
+57.3%
Q4 2019$5,119,000
+5.7%
70,639
-1.1%
0.50%
-4.0%
Q3 2019$4,844,000
+1011.0%
71,416
+986.8%
0.52%
+1041.3%
Q1 2019$436,000
+22.8%
6,571
+11.7%
0.05%
+7.0%
Q4 2018$355,000
-9.4%
5,885
+5.5%
0.04%0.0%
Q3 2018$392,000
+13.0%
5,580
+11.2%
0.04%
+22.9%
Q2 2018$347,000
+12.7%
5,018
+17.8%
0.04%0.0%
Q1 2018$308,000
-0.6%
4,2610.0%0.04%0.0%
Q4 2017$310,0004,2610.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fulcrum Capital LLC 178,623$13,918,0004.16%
LAKE STREET ADVISORS GROUP, LLC 295,987$23,064,0001.91%
Leith Wheeler Investment Counsel Ltd. 33,000$3,274,0000.46%
Bond & Devick Financial Network, Inc. 3,481$271,0000.31%
Aufman Associates Inc 3,188$248,0000.22%
Horst & Graben Wealth Management LLC 7,511$585,0000.20%
Institute for Wealth Management, LLC. 12,853$1,002,0000.20%
Hanson & Doremus Investment Management 10,208$795,0000.20%
Tidal Investments LLC 34,742$2,707,0000.19%
Financial Insights, Inc. 3,016$235,0000.18%
View complete list of SPDR INDEX SHS FDS shareholders