SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 54 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,810 | +6.5% | 8,621 | +13.0% | 0.20% | +10.7% |
| Q2 2023 | $287,270 | +2.6% | 7,630 | +0.9% | 0.18% | -0.6% |
| Q1 2023 | $280,102 | +9.3% | 7,562 | +100.7% | 0.18% | -2.2% |
| Q4 2022 | $256,219 | +3.7% | 3,767 | -10.6% | 0.18% | -10.3% |
| Q3 2022 | $247,000 | -8.2% | 4,213 | +2.5% | 0.20% | -13.2% |
| Q2 2022 | $269,000 | -12.9% | 4,110 | +2.4% | 0.24% | -4.9% |
| Q1 2022 | $309,000 | -7.8% | 4,012 | +0.6% | 0.25% | -1.6% |
| Q4 2021 | $335,000 | +3.7% | 3,989 | +2.0% | 0.25% | -6.3% |
| Q3 2021 | $323,000 | +19.2% | 3,909 | +20.5% | 0.27% | +19.6% |
| Q2 2021 | $271,000 | -5.2% | 3,245 | -9.0% | 0.22% | -15.5% |
| Q1 2021 | $286,000 | +5.5% | 3,566 | +2.4% | 0.26% | -14.2% |
| Q4 2020 | $271,000 | – | 3,481 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Capital LLC | 194,398 | $15,606,000 | 4.48% |
| LAKE STREET ADVISORS GROUP, LLC | 262,617 | $21,083,000 | 1.72% |
| Leith Wheeler Investment Counsel Ltd. | 33,000 | $2,649,000 | 0.44% |
| Bond & Devick Financial Network, Inc. | 3,566 | $286,000 | 0.26% |
| Aufman Associates Inc | 3,188 | $256,000 | 0.21% |
| Institute for Wealth Management, LLC. | 13,423 | $1,078,000 | 0.20% |
| Hanson & Doremus Investment Management | 10,208 | $819,000 | 0.19% |
| Horst & Graben Wealth Management LLC | 7,277 | $584,000 | 0.18% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 14,835 | $1,191,000 | 0.16% |
| GYL FINANCIAL SYNERGIES, LLC | 3,141 | $252,000 | 0.14% |