SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 107 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,618,819 | +5.4% | 60,637 | -2.3% | 0.28% | -3.4% |
| Q4 2023 | $3,434,237 | +7.1% | 62,057 | -2.3% | 0.29% | -4.6% |
| 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 ↓ |
|---|---|---|---|
| Schaeffer Financial LLC | 238,172 | $14,476,095 | 15.71% |
| Peak Financial Management, Inc. | 375,482 | $22,821,822 | 7.14% |
| Barden Capital Management, Inc. | 66,541 | $4,044,362 | 3.81% |
| UNIQUE WEALTH, LLC | 121,890 | $7,408,462 | 1.94% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 48,892 | $2,971,707 | 1.64% |
| Advance Capital Management, Inc. | 405,811 | $24,665,165 | 1.17% |
| ACT WEALTH MANAGEMENT, LLC | 35,988 | $2,187,360 | 1.08% |
| Sequoia Financial Advisors, LLC | 1,312,127 | $79,751,085 | 0.96% |
| FINANCIAL CONSULATE, INC | 38,328 | $2,329,550 | 0.68% |
| LVW Advisors, LLC | 75,807 | $4,607,550 | 0.67% |