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 | $414 | +3.5% | 11,660 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $400 | -99.9% | 11,772 | +100.0% | 0.00% | 0.0% |
| Q3 2022 | $344,000 | -10.6% | 5,886 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $385,000 | -15.0% | 5,886 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $453,000 | -8.3% | 5,886 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $494,000 | +1.6% | 5,886 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $486,000 | -1.2% | 5,886 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $492,000 | -6.5% | 5,886 | -10.2% | 0.00% | -20.0% |
| Q1 2021 | $526,000 | – | 6,551 | – | 0.01% | – |
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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% |