Outlook Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 54 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$1,902,168
+14.3%
29,675
-0.5%
0.90%
+21.0%
Q3 2022$1,664,000
-12.0%
29,832
-2.2%
0.75%
-3.5%
Q2 2022$1,890,000
-17.7%
30,495
-4.2%
0.77%
+0.7%
Q1 2022$2,296,000
-7.0%
31,819
-1.1%
0.77%
+5.8%
Q4 2021$2,470,000
+0.9%
32,187
-1.1%
0.73%
-9.2%
Q3 2021$2,447,000
-1.2%
32,559
-0.6%
0.80%
+1.0%
Q2 2021$2,477,000
+3.0%
32,750
-1.9%
0.79%
-5.3%
Q1 2021$2,405,000
+1.3%
33,368
-1.8%
0.84%
-3.4%
Q4 2020$2,374,000
+10.6%
33,975
-2.1%
0.86%
+1.4%
Q3 2020$2,146,000
-2.5%
34,695
-6.2%
0.85%
-8.6%
Q2 2020$2,201,000
+4.9%
36,987
-5.9%
0.93%
-21.3%
Q1 2020$2,099,000
-21.6%
39,292
-2.0%
1.18%
-21.5%
Q4 2019$2,678,000
-11.5%
40,105
-16.4%
1.51%
-16.3%
Q3 2019$3,026,000
+0.8%
47,996
+0.8%
1.80%
-8.9%
Q2 2019$3,002,000
-6.3%
47,604
-7.5%
1.98%
-25.0%
Q1 2019$3,205,000–51,450–2.64%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
SILVERHAWK ASSET MANAGEMENT, LLC 275,093$19,069,46615.58%
SimpliFi, Inc. 308,918$21,414,19310.53%
Intelligence Driven Advisers, LLC 773,046$53,796,2679.67%
Financial Enhancement Group LLC 433,112$30,729,2815.97%
Financial Guidance Group, Inc. 76,597$5,309,7044.04%
Johnson & White Wealth Management, LLC 64,494$4,4713.98%
ARQ WEALTH ADVISORS, LLC 76,913$5,331,6093.92%
Hobart Private Capital, LLC 135,017$9,359,3783.69%
1620 INVESTMENT ADVISORS, INC. 31,642$2,193,3932.64%
Andesa Financial Management Inc. 125,460$4,348,4402.23%
View complete list of SPDR INDEX SHS FDS shareholders