SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 75 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,336,000 | +19.1% | 52,044 | +3.6% | 1.39% | +9.1% |
| Q3 2022 | $2,802,000 | -8.6% | 50,230 | +1.6% | 1.27% | -1.2% |
| Q2 2022 | $3,066,000 | -14.6% | 49,462 | -0.6% | 1.28% | -10.3% |
| Q1 2022 | $3,592,000 | +5.5% | 49,773 | +12.2% | 1.43% | +3.2% |
| Q4 2021 | $3,404,000 | +9.3% | 44,344 | +7.0% | 1.39% | -0.2% |
| Q3 2021 | $3,114,000 | +6.1% | 41,439 | +6.8% | 1.39% | +2.4% |
| Q2 2021 | $2,935,000 | +13.5% | 38,810 | +8.1% | 1.36% | +1.3% |
| Q1 2021 | $2,587,000 | +10.6% | 35,900 | +7.2% | 1.34% | +2.7% |
| Q4 2020 | $2,340,000 | +24.3% | 33,495 | +10.1% | 1.30% | +2.9% |
| Q3 2020 | $1,882,000 | +10.8% | 30,428 | +6.7% | 1.27% | +0.3% |
| Q2 2020 | $1,698,000 | +22.6% | 28,524 | +10.0% | 1.26% | +0.7% |
| Q1 2020 | $1,385,000 | -8.8% | 25,927 | +14.0% | 1.26% | +2.5% |
| Q4 2019 | $1,519,000 | – | 22,749 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SILVERHAWK ASSET MANAGEMENT, LLC | 272,050 | $17,438,423 | 15.39% |
| SimpliFi, Inc. | 317,594 | $20,357,781 | 10.62% |
| Intelligence Driven Advisers, LLC | 768,726 | $50,905,032 | 9.34% |
| Financial Enhancement Group LLC | 372,612 | $25,507,716 | 4.89% |
| Financial Guidance Group, Inc. | 76,332 | $4,892,881 | 3.98% |
| ARQ WEALTH ADVISORS, LLC | 94,098 | $6,031,682 | 3.94% |
| 1620 INVESTMENT ADVISORS, INC. | 30,677 | $1,966,367 | 2.38% |
| Andesa Financial Management Inc. | 56,563 | $3,625,693 | 1.98% |
| Levy Wealth Management Group, LLC | 84,802 | $5,435,808 | 1.82% |
| Warren Street Wealth Advisors, LLC | 35,090 | $2,250,391 | 1.81% |