SPDR INDEX SHS FDS's ticker is QEFA and the CUSIP is 78463X434. A total of 75 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $220,637 | +8.5% | 3,019 | -0.5% | 0.10% | -13.3% |
| Q3 2023 | $203,399 | -6.2% | 3,034 | -2.1% | 0.12% | -11.8% |
| Q2 2023 | $216,754 | -14.0% | 3,100 | -14.7% | 0.14% | -21.8% |
| Q1 2023 | $252,048 | +7.5% | 3,636 | -0.6% | 0.17% | -8.9% |
| Q4 2022 | $234,414 | +14.9% | 3,657 | 0.0% | 0.19% | +24.0% |
| Q3 2022 | $204,000 | -10.1% | 3,657 | 0.0% | 0.15% | -4.3% |
| Q2 2022 | $227,000 | -14.0% | 3,657 | 0.0% | 0.16% | +22.0% |
| Q1 2022 | $264,000 | -6.0% | 3,657 | 0.0% | 0.13% | +9.1% |
| Q4 2021 | $281,000 | +2.2% | 3,657 | 0.0% | 0.12% | +2.5% |
| Q3 2021 | $275,000 | -0.7% | 3,657 | 0.0% | 0.12% | -22.9% |
| Q2 2021 | $277,000 | +3.7% | 3,657 | -1.1% | 0.15% | -18.6% |
| Q1 2021 | $267,000 | -4.6% | 3,699 | -7.6% | 0.19% | -23.3% |
| Q4 2020 | $280,000 | +44.3% | 4,003 | +27.4% | 0.24% | +30.3% |
| Q3 2020 | $194,000 | – | 3,141 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SILVERHAWK ASSET MANAGEMENT, LLC | 272,050 | $17,438,423 | 15.39% |
| SimpliFi, Inc. | 317,594 | $20,357,781 | 10.62% |
| Intelligence Driven Advisers, LLC | 768,726 | $50,905,032 | 9.34% |
| Financial Enhancement Group LLC | 372,612 | $25,507,716 | 4.89% |
| Financial Guidance Group, Inc. | 76,332 | $4,892,881 | 3.98% |
| ARQ WEALTH ADVISORS, LLC | 94,098 | $6,031,682 | 3.94% |
| 1620 INVESTMENT ADVISORS, INC. | 30,677 | $1,966,367 | 2.38% |
| Andesa Financial Management Inc. | 56,563 | $3,625,693 | 1.98% |
| Levy Wealth Management Group, LLC | 84,802 | $5,435,808 | 1.82% |
| Warren Street Wealth Advisors, LLC | 35,090 | $2,250,391 | 1.81% |