LIBERTY WEALTH MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 69 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$205
-99.9%
4,1530.0%0.05%
-7.3%
Q2 2023$221,625
-1.0%
4,153
+1.0%
0.06%
+19.6%
Q1 2023$223,883
+3.2%
4,110
+1.2%
0.05%
-47.7%
Q2 2022$217,000
-6.9%
4,062
+0.8%
0.09%
+4.8%
Q1 2022$233,000
+6.9%
4,0280.0%0.08%
+833.3%
Q4 2021$218,000
-22.1%
4,028
-23.5%
0.01%
-91.0%
Q3 2021$280,000
+33.3%
5,266
+30.7%
0.10%
+22.0%
Q2 2021$210,000
+5.5%
4,0280.0%0.08%
-15.5%
Q1 2021$199,0000.0%4,0280.0%0.10%0.0%
Q4 2020$199,000
+11.2%
4,0280.0%0.10%
-8.5%
Q3 2020$179,000
+1.7%
4,0280.0%0.11%
-14.5%
Q2 2020$176,000
+12.1%
4,0280.0%0.12%
-9.5%
Q1 2020$157,000
-43.7%
4,028
-20.7%
0.14%
-37.7%
Q4 2019$279,000
-22.3%
5,077
-24.6%
0.22%
-35.3%
Q3 2019$359,000
+0.3%
6,7290.0%0.34%
+8.3%
Q2 2019$358,000
+3.5%
6,7290.0%0.31%
+20.3%
Q1 2019$346,000
+14.2%
6,7290.0%0.26%
+15.5%
Q4 2018$303,0006,7290.23%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Wealth Architects, LLC 531,645$26,188,8544.45%
Warren Street Wealth Advisors, LLC 122,787$6,048,4814.00%
WEALTH MANAGEMENT RESOURCES, INC. 140,505$6,921,2913.34%
Newport Capital Group, LLC 26,511$1,305,9351.21%
Hills Bank & Trust Co 174,256$8,583,8511.00%
Paragon Capital Management Ltd 50,545$2,489,8560.56%
Hobart Private Capital, LLC 26,915$1,325,8330.50%
OXFORD FINANCIAL GROUP, LTD. LLC 112,393$5,536,4790.48%
Hedeker Wealth, LLC 27,060$1,332,9730.46%
West Wealth Group, LLC 14,383$708,5180.31%
View complete list of SPDR INDEX SHS FDS shareholders