SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 64 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,485 | -5.8% | 6,498 | 0.0% | 0.19% | -4.5% |
| Q2 2023 | $244,632 | +3.6% | 6,498 | +1.9% | 0.20% | +0.5% |
| Q1 2023 | $236,130 | +8.9% | 6,375 | +100.0% | 0.20% | +0.5% |
| Q4 2022 | $216,829 | +3.7% | 3,188 | 0.0% | 0.20% | +0.5% |
| Q2 2022 | $209,000 | -14.7% | 3,188 | 0.0% | 0.20% | +3.1% |
| Q1 2022 | $245,000 | -8.2% | 3,188 | 0.0% | 0.19% | -2.0% |
| Q4 2021 | $267,000 | +1.5% | 3,188 | 0.0% | 0.20% | -8.8% |
| Q3 2021 | $263,000 | -1.1% | 3,188 | 0.0% | 0.22% | +5.4% |
| Q2 2021 | $266,000 | +3.9% | 3,188 | 0.0% | 0.20% | -3.8% |
| Q1 2021 | $256,000 | +3.2% | 3,188 | 0.0% | 0.21% | -4.5% |
| Q4 2020 | $248,000 | +14.3% | 3,188 | +0.5% | 0.22% | -4.3% |
| Q3 2020 | $217,000 | – | 3,171 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAKE STREET ADVISORS GROUP, LLC | 770,211 | $27,321,000 | 1.62% |
| Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,557,340 | 1.26% |
| Gemmer Asset Management LLC | 258,654 | $9,175,160 | 1.24% |
| AIFG Consultants Ltd. | 9,884 | $350,612 | 0.29% |
| Institute for Wealth Management, LLC. | 44,608 | $1,582,356 | 0.28% |
| Astoria Portfolio Advisors LLC. | 15,903 | $540,227 | 0.26% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 212,926 | $7,553,060 | 0.21% |
| Bond & Devick Financial Network, Inc. | 8,621 | $305,810 | 0.20% |
| Aufman Associates Inc | 6,498 | $230,485 | 0.19% |
| Stonehearth Capital Management, LLC | 7,832 | $277,822 | 0.15% |