SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 72 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,207,354 | +2.3% | 63,525 | +6.0% | 0.30% | -16.7% |
| Q2 2023 | $3,135,234 | +10.9% | 59,901 | +5.7% | 0.36% | +8.6% |
| Q1 2023 | $2,825,820 | +9.5% | 56,664 | +2.4% | 0.34% | -1.8% |
| Q4 2022 | $2,580,025 | +10.0% | 55,330 | +0.9% | 0.34% | -3.9% |
| Q3 2022 | $2,346,000 | +15.2% | 54,842 | +23.9% | 0.36% | +17.5% |
| Q2 2022 | $2,036,000 | -16.6% | 44,259 | -0.6% | 0.30% | -5.3% |
| Q1 2022 | $2,440,000 | +1.7% | 44,526 | +7.4% | 0.32% | +0.6% |
| Q4 2021 | $2,399,000 | +397.7% | 41,473 | +370.7% | 0.32% | +360.9% |
| Q3 2021 | $482,000 | – | 8,811 | – | 0.07% | – |
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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% |