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 | $264,662 | -2.0% | 7,461 | +4.0% | 0.07% | +10.9% |
| Q2 2023 | $270,026 | -24.8% | 7,172 | -26.1% | 0.06% | -24.7% |
| Q1 2023 | $359,258 | +4.3% | 9,699 | +91.6% | 0.08% | 0.0% |
| Q4 2022 | $344,300 | +18.3% | 5,062 | +1.8% | 0.08% | +6.2% |
| Q3 2022 | $291,000 | -9.3% | 4,972 | +1.3% | 0.08% | -4.8% |
| Q2 2022 | $321,000 | -17.5% | 4,907 | -3.0% | 0.08% | +2.4% |
| Q1 2022 | $389,000 | +11.5% | 5,058 | +21.6% | 0.08% | +5.1% |
| Q4 2021 | $349,000 | +32.2% | 4,158 | +30.0% | 0.08% | +32.2% |
| Q3 2021 | $264,000 | -2.6% | 3,199 | -5.1% | 0.06% | +51.3% |
| Q2 2021 | $271,000 | 0.0% | 3,371 | 0.0% | 0.04% | -41.8% |
| Q1 2021 | $271,000 | +4.2% | 3,371 | +0.9% | 0.07% | -5.6% |
| Q4 2020 | $260,000 | – | 3,340 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Capital LLC | 237,328 | $19,914,000 | 4.32% |
| LAKE STREET ADVISORS GROUP, LLC | 327,988 | $27,522,000 | 1.74% |
| Astoria Portfolio Advisors LLC. | 14,081 | $1,182,000 | 0.94% |
| Gemmer Asset Management LLC | 92,641 | $7,774,000 | 0.92% |
| Leith Wheeler Investment Counsel Ltd. | 35,467 | $2,976,000 | 0.42% |
| FLOW TRADERS U.S. LLC | 133,188 | $11,176,000 | 0.30% |
| Bond & Devick Financial Network, Inc. | 3,989 | $335,000 | 0.25% |
| Institute for Wealth Management, LLC. | 18,231 | $1,530,000 | 0.25% |
| Financial Insights, Inc. | 3,001 | $252,000 | 0.22% |
| Aufman Associates Inc | 3,188 | $267,000 | 0.20% |