SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 69 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646 | +8.0% | 13,104 | +17.0% | 0.10% | +13.3% |
| Q2 2023 | $598 | +41.0% | 11,204 | +43.9% | 0.09% | +36.4% |
| Q1 2023 | $424 | -24.2% | 7,786 | -26.9% | 0.07% | -29.0% |
| Q4 2022 | $559 | -99.8% | 10,657 | +36.8% | 0.09% | +32.9% |
| Q3 2022 | $372,000 | -7.7% | 7,789 | +3.2% | 0.07% | -2.8% |
| Q2 2022 | $403,000 | -3.1% | 7,550 | +5.4% | 0.07% | -2.7% |
| Q1 2022 | $416,000 | +71.2% | 7,165 | +60.0% | 0.07% | +60.9% |
| Q4 2021 | $243,000 | -74.4% | 4,477 | -74.1% | 0.05% | -80.8% |
| Q4 2019 | $950,000 | +10.0% | 17,257 | +6.6% | 0.24% | +7.2% |
| Q3 2019 | $864,000 | +1.9% | 16,190 | +1.4% | 0.22% | -1.3% |
| Q2 2019 | $848,000 | – | 15,960 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealth Architects, LLC | 483,754 | $25,513,000 | 4.95% |
| Sequoia Financial Advisors, LLC | 173,956 | $9,174,000 | 0.93% |
| Beacon Pointe Advisors, LLC | 281,820 | $14,863,000 | 0.37% |
| NICOLET ADVISORY SERVICES, LLC | 50,055 | $2,640,000 | 0.34% |
| Castle Rock Wealth Management, LLC | 6,860 | $381,000 | 0.13% |
| Capital Analysts, LLC | 32,039 | $1,689,000 | 0.11% |
| LIBERTY WEALTH MANAGEMENT LLC | 5,266 | $280,000 | 0.10% |
| FIRST FOUNDATION ADVISORS | 50,952 | $2,687,000 | 0.10% |
| EFG Asset Management (Americas) Corp. | 10,315 | $544,000 | 0.10% |
| Boltwood Capital Management | 4,008 | $211,000 | 0.08% |