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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,020,595 | $158,137,000 | 7.15% |
| Peak Financial Management, Inc. | 361,834 | $18,943,000 | 6.86% |
| Golden State Equity Partners | 67,232 | $3,520,000 | 2.01% |
| Sequoia Financial Advisors, LLC | 706,161 | $36,970,000 | 1.55% |
| FIRST HAWAIIAN BANK | 274,779 | $14,385,000 | 0.62% |
| ACT WEALTH MANAGEMENT, LLC | 18,240 | $955,000 | 0.62% |
| Professional Financial Advisors, LLC | 17,219 | $901,000 | 0.56% |
| AdvisorNet Financial, Inc | 148,453 | $7,772,000 | 0.55% |
| FINANCIAL CONSULATE, INC | 22,674 | $1,187,000 | 0.48% |
| Flagship Private Wealth, LLC | 10,550 | $564,852,000 | 0.47% |