SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475. A total of 60 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,187,360 | +3.9% | 35,988 | +2.0% | 1.08% | +1.4% |
| Q1 2024 | $2,105,985 | +10.6% | 35,288 | +2.5% | 1.06% | +3.3% |
| Q4 2023 | $1,904,579 | +10.9% | 34,416 | +1.2% | 1.03% | -10.9% |
| Q3 2023 | $1,717,330 | -4.7% | 34,013 | -1.2% | 1.15% | +13.7% |
| Q2 2023 | $1,802,499 | +14.8% | 34,438 | +9.3% | 1.01% | +8.6% |
| Q1 2023 | $1,570,651 | +14.3% | 31,495 | +6.8% | 0.93% | +7.6% |
| Q4 2022 | $1,374,741 | +18.0% | 29,482 | +8.3% | 0.87% | +4.2% |
| Q3 2022 | $1,165,000 | +19.9% | 27,232 | +28.9% | 0.83% | +31.0% |
| Q2 2022 | $972,000 | -16.1% | 21,126 | -0.0% | 0.64% | -3.5% |
| Q1 2022 | $1,158,000 | +10.5% | 21,133 | +16.6% | 0.66% | +9.3% |
| Q4 2021 | $1,048,000 | +2.9% | 18,122 | -1.2% | 0.60% | -4.1% |
| Q3 2021 | $1,018,000 | 0.0% | 18,338 | 0.0% | 0.63% | +0.2% |
| Q2 2021 | $1,018,000 | +6.6% | 18,338 | +0.5% | 0.63% | +1.9% |
| Q1 2021 | $955,000 | +12.1% | 18,240 | +4.3% | 0.62% | +12.6% |
| Q4 2020 | $852,000 | – | 17,492 | – | 0.55% | – |
Download | ||||||
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% |