Global Retirement Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 71 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$801,539
-9.0%
16,885
+2.3%
0.04%
-7.0%
Q2 2023$881,134
-6.0%
16,510
-3.0%
0.04%
-14.0%
Q1 2023$937,059
+4.7%
17,026
-0.3%
0.05%
-18.0%
Q4 2022$895,073
+5.6%
17,075
+1.7%
0.06%
-4.7%
Q3 2022$848,000
+28.3%
16,791
+35.7%
0.06%
+20.8%
Q2 2022$661,000
+9.1%
12,372
+18.2%
0.05%
+10.4%
Q1 2022$606,000
+558.7%
10,471
+515.9%
0.05%
-32.4%
Q4 2021$92,000
+2.2%
1,7000.0%0.07%
+688.9%
Q3 2021$90,000
+7.1%
1,700
+6.2%
0.01%0.0%
Q2 2021$84,000
-27.6%
1,600
-28.9%
0.01%
-35.7%
Q1 2021$116,000
+33.3%
2,251
+28.6%
0.01%
+27.3%
Q4 2020$87,000
+480.0%
1,751
+407.5%
0.01%
+450.0%
Q3 2020$15,0000.0%3450.0%0.00%0.0%
Q2 2020$15,000
+15.4%
345
+1.2%
0.00%0.0%
Q1 2020$13,000
-31.6%
3410.0%0.00%
-33.3%
Q4 2019$19,000
+5.6%
341
+1.8%
0.00%0.0%
Q3 2019$18,0000.0%3350.0%0.00%0.0%
Q2 2019$18,000
+5.9%
335
+1.5%
0.00%
-25.0%
Q1 2019$17,000
+13.3%
3300.0%0.00%0.0%
Q4 2018$15,000
-6.2%
330
+1.9%
0.00%0.0%
Q3 2018$16,0000.0%3240.0%0.00%0.0%
Q2 2018$16,0000.0%3240.0%0.00%0.0%
Q1 2018$16,000
-5.9%
3240.0%0.00%
-20.0%
Q4 2017$17,0003240.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Wealth Architects, LLC 483,754$25,513,0004.95%
Sequoia Financial Advisors, LLC 173,956$9,174,0000.93%
Beacon Pointe Advisors, LLC 281,820$14,863,0000.37%
NICOLET ADVISORY SERVICES, LLC 50,055$2,640,0000.34%
Castle Rock Wealth Management, LLC 6,860$381,0000.13%
Capital Analysts, LLC 32,039$1,689,0000.11%
LIBERTY WEALTH MANAGEMENT LLC 5,266$280,0000.10%
FIRST FOUNDATION ADVISORS 50,952$2,687,0000.10%
EFG Asset Management (Americas) Corp. 10,315$544,0000.10%
Boltwood Capital Management 4,008$211,0000.08%
View complete list of SPDR INDEX SHS FDS shareholders