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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $658,246 | +22.0% | 10,830 | +19.8% | 0.13% | +13.8% |
| Q1 2024 | $539,444 | +14.7% | 9,039 | +6.4% | 0.12% | +8.4% |
| Q4 2023 | $470,110 | +39.3% | 8,495 | +27.1% | 0.11% | +13.8% |
| 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% | – |
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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% |