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 ↓ |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | 35,878 | $2,167,000 | 1.32% |
| Hanson & Doremus Investment Management | 10,530 | $636,000 | 0.23% |
| Choate Investment Advisors | 47,612 | $2,876,000 | 0.18% |
| Ellevest, Inc. | 3,029 | $183,000 | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 125,257 | $7,567,000 | 0.08% |
| LAKE STREET ADVISORS GROUP, LLC | 5,885 | $355,000 | 0.04% |
| Cribstone Capital Management, LLC | 1,020 | $62,000 | 0.03% |
| BALDWIN BROTHERS LLC/MA | 1,975 | $119,000 | 0.02% |
| Elmwood Wealth Management, Inc. | 250 | $15,000 | 0.01% |
| Geneos Wealth Management Inc. | 300 | $18,000 | 0.00% |