SPDR INDEX SHS FDS's ticker is SPGM and the CUSIP is 78463X475.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,750,503 | +5.1% | 54,476 | +11.4% | 0.56% | +10.8% |
| Q2 2023 | $2,616,871 | +43.7% | 48,895 | +33.9% | 0.50% | +32.9% |
| Q1 2023 | $1,821,065 | +11.4% | 36,516 | +4.1% | 0.38% | +6.5% |
| Q4 2022 | $1,635,418 | +4.3% | 35,072 | -4.3% | 0.35% | +0.6% |
| Q3 2022 | $1,568,000 | -6.6% | 36,663 | +0.5% | 0.35% | -4.9% |
| Q2 2022 | $1,678,000 | -27.2% | 36,480 | -13.3% | 0.37% | -17.6% |
| Q1 2022 | $2,305,000 | +10.8% | 42,068 | +17.0% | 0.45% | +12.0% |
| Q4 2021 | $2,081,000 | +15.2% | 35,970 | +8.9% | 0.40% | +10.5% |
| Q3 2021 | $1,807,000 | +10.2% | 33,016 | +11.8% | 0.36% | +15.6% |
| Q2 2021 | $1,640,000 | +22.1% | 29,543 | +15.2% | 0.31% | +12.1% |
| Q1 2021 | $1,343,000 | +9.7% | 25,650 | +2.1% | 0.28% | +9.8% |
| Q4 2020 | $1,224,000 | – | 25,121 | – | 0.26% | – |
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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% |