Pacific Capital Wealth Advisors, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 53 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Pacific Capital Wealth Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$86,264
+1.8%
1,4190.0%0.02%
-20.0%
Q1 2024$84,699
+7.8%
1,4190.0%0.02%0.0%
Q4 2023$78,540
+45.4%
1,419
+13.0%
0.02%
-37.5%
Q3 2020$54,0001,2560.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Schaeffer Financial LLC 211,374$9,723,00015.78%
Peak Financial Management, Inc. 369,780$17,010,0006.54%
Barden Capital Management, Inc. 95,270$4,382,0004.75%
Advance Capital Management, Inc. 375,984$17,295,0002.07%
Sequoia Financial Advisors, LLC 1,256,377$57,795,0001.64%
Gerber Kawasaki Wealth & Investment Management 193,340$8,706,0000.83%
FINANCIAL CONSULATE, INC 37,399$1,720,0000.81%
ACT WEALTH MANAGEMENT, LLC 21,126$972,0000.64%
Kore Private Wealth LLC 87,902$4,043,0000.62%
Flagship Private Wealth, LLC 12,754$587,0000.57%
View complete list of SPDR INDEX SHS FDS shareholders