SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 60 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,740 | -5.8% | 6,843 | -0.0% | 0.06% | -5.2% |
| Q2 2023 | $257,752 | -0.0% | 6,846 | -1.6% | 0.06% | -4.9% |
| Q1 2023 | $257,803 | +5.8% | 6,960 | +95.5% | 0.06% | -28.2% |
| Q4 2022 | $243,763 | +6.4% | 3,561 | +7.1% | 0.08% | +9.0% |
| Q2 2022 | $229,000 | -9.1% | 3,326 | +1.5% | 0.08% | +2.6% |
| Q1 2022 | $252,000 | -22.2% | 3,277 | -15.2% | 0.08% | -20.8% |
| Q4 2021 | $324,000 | -15.4% | 3,865 | -14.5% | 0.10% | -20.0% |
| Q2 2021 | $383,000 | -10.1% | 4,523 | -12.1% | 0.12% | -11.1% |
| Q1 2021 | $426,000 | +14.2% | 5,147 | +7.6% | 0.14% | -4.3% |
| Q4 2020 | $373,000 | – | 4,783 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Capital LLC | 178,623 | $13,918,000 | 4.16% |
| LAKE STREET ADVISORS GROUP, LLC | 295,987 | $23,064,000 | 1.91% |
| Leith Wheeler Investment Counsel Ltd. | 33,000 | $3,274,000 | 0.46% |
| Bond & Devick Financial Network, Inc. | 3,481 | $271,000 | 0.31% |
| Aufman Associates Inc | 3,188 | $248,000 | 0.22% |
| Horst & Graben Wealth Management LLC | 7,511 | $585,000 | 0.20% |
| Institute for Wealth Management, LLC. | 12,853 | $1,002,000 | 0.20% |
| Hanson & Doremus Investment Management | 10,208 | $795,000 | 0.20% |
| Tidal Investments LLC | 34,742 | $2,707,000 | 0.19% |
| Financial Insights, Inc. | 3,016 | $235,000 | 0.18% |