SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 3 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| LAKE STREET ADVISORS GROUP, LLC | 770,211 | $27,321,000 | 1.62% |
| Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,557,340 | 1.26% |
| Gemmer Asset Management LLC | 258,654 | $9,175,160 | 1.24% |
| AIFG Consultants Ltd. | 9,884 | $350,612 | 0.29% |
| Institute for Wealth Management, LLC. | 44,608 | $1,582,356 | 0.28% |
| Astoria Portfolio Advisors LLC. | 15,903 | $540,227 | 0.26% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 212,926 | $7,553,060 | 0.21% |
| Bond & Devick Financial Network, Inc. | 8,621 | $305,810 | 0.20% |
| Aufman Associates Inc | 6,498 | $230,485 | 0.19% |
| Stonehearth Capital Management, LLC | 7,832 | $277,822 | 0.15% |