ALTFEST L J & CO INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 89 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2024$760
-83.2%
14,042
-83.4%
0.11%
-83.5%
Q4 2023$4,525
+600.5%
84,588
+545.5%
0.66%
+543.1%
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$848,00015,9600.23%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,318,328$67,815,0005.57%
NICOLET ADVISORY SERVICES, LLC 129,794$6,677,0001.13%
Capital Analysts, LLC 82,110$4,223,0000.49%
Wealth Architects, LLC 18,990$977,0000.30%
Mariner, LLC 391,949$20,162,0000.29%
LIBERTY WEALTH MANAGEMENT LLC 6,729$346,0000.26%
Archford Capital Strategies, LLC 8,556$440,0000.16%
Rathbones Group PLC 86,624$4,456,0000.15%
EFG Asset Management (Americas) Corp. 9,119$469,0000.14%
1832 Asset Management L.P. 427,774$21,950,0000.08%
View complete list of SPDR INDEX SHS FDS shareholders