Endowment Wealth Management, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 2 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$216,865
-13.3%
4,402
-6.1%
0.20%
-14.8%
Q2 2023$250,249
-5.1%
4,689
-3.2%
0.23%
-13.6%
Q1 2023$263,751
+2.4%
4,842
-1.4%
0.26%
-6.4%
Q4 2022$257,540
+11.5%
4,913
+1.6%
0.28%
+1.1%
Q3 2022$231,000
-13.2%
4,837
-2.8%
0.28%
-12.5%
Q2 2022$266,000
+9.0%
4,975
+18.4%
0.32%
+24.5%
Q1 2022$244,000
+15.1%
4,201
+7.6%
0.26%
+20.1%
Q4 2021$212,0003,9050.21%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Wealth Architects, LLC 483,754$25,513,0004.95%
Sequoia Financial Advisors, LLC 173,956$9,174,0000.93%
Beacon Pointe Advisors, LLC 281,820$14,863,0000.37%
NICOLET ADVISORY SERVICES, LLC 50,055$2,640,0000.34%
Castle Rock Wealth Management, LLC 6,860$381,0000.13%
Capital Analysts, LLC 32,039$1,689,0000.11%
LIBERTY WEALTH MANAGEMENT LLC 5,266$280,0000.10%
FIRST FOUNDATION ADVISORS 50,952$2,687,0000.10%
EFG Asset Management (Americas) Corp. 10,315$544,0000.10%
Boltwood Capital Management 4,008$211,0000.08%
View complete list of SPDR INDEX SHS FDS shareholders