SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,529 | +7.2% | 6,685 | +11.2% | 0.09% | +13.3% |
| Q2 2023 | $314,724 | +3.6% | 6,013 | -1.3% | 0.08% | -1.2% |
| Q1 2023 | $303,757 | +46.1% | 6,091 | +36.6% | 0.08% | +37.7% |
| Q4 2022 | $207,876 | +67.6% | 4,458 | +54.2% | 0.06% | +48.8% |
| Q3 2022 | $124,000 | +153.1% | 2,891 | +169.7% | 0.04% | +156.2% |
| Q2 2022 | $49,000 | – | 1,072 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 2,608,618 | $142,804,000 | 9.42% |
| Peak Financial Management, Inc. | 365,753 | $20,023,000 | 6.78% |
| Golden State Equity Partners | 104,842 | $5,739,000 | 2.34% |
| Sequoia Financial Advisors, LLC | 393,707 | $21,553,000 | 2.19% |
| ACT WEALTH MANAGEMENT, LLC | 18,338 | $1,018,000 | 0.63% |
| FIRST HAWAIIAN BANK | 275,707 | $15,093,000 | 0.62% |
| FINANCIAL CONSULATE, INC | 30,967 | $1,695,000 | 0.61% |
| AdvisorNet Financial, Inc | 142,865 | $7,821,000 | 0.54% |
| Professional Financial Advisors, LLC | 17,111 | $937,000 | 0.54% |
| Flagship Private Wealth, LLC | 12,224 | $669,000 | 0.54% |