SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,199 | +0.1% | 5,748 | +3.8% | 0.02% | 0.0% |
| Q2 2023 | $289,890 | +20.1% | 5,539 | +14.5% | 0.02% | +13.6% |
| Q1 2023 | $241,281 | -30.5% | 4,838 | -40.2% | 0.02% | +10.0% |
| Q3 2022 | $347,000 | -8.9% | 8,086 | -2.1% | 0.02% | -9.1% |
| Q2 2022 | $381,000 | -15.7% | 8,258 | +0.0% | 0.02% | 0.0% |
| Q1 2022 | $452,000 | +86.8% | 8,256 | +98.7% | 0.02% | -8.3% |
| Q4 2021 | $242,000 | +5.7% | 4,156 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $229,000 | +6.0% | 4,136 | +0.4% | 0.02% | -17.2% |
| Q1 2021 | $216,000 | – | 4,118 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Financial Management, Inc. | 378,464 | $19,108,663 | 6.95% |
| Barden Capital Management, Inc. | 91,425 | $4,616,057 | 4.49% |
| UNIQUE WEALTH, LLC | 132,837 | $6,706,964 | 2.80% |
| Syntal Capital Partners, LLC | 58,069 | $2,931,919 | 2.28% |
| Advance Capital Management, Inc. | 453,849 | $22,914,817 | 2.12% |
| Sequoia Financial Advisors, LLC | 1,326,794 | $66,989,852 | 1.17% |
| ACT WEALTH MANAGEMENT, LLC | 34,013 | $1,717,330 | 1.15% |
| FINANCIAL CONSULATE, INC | 38,441 | $1,940,887 | 0.86% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 21,058 | $1,063,222 | 0.72% |
| LVW Advisors, LLC | 68,132 | $3,439,985 | 0.71% |