SPDR INDEX SHS FDS's ticker is EDIV and the CUSIP is 78463X533. A total of 59 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $950,748 | +3.3% | 31,930 | -1.3% | 0.00% | – |
| Q2 2023 | $920,589 | +37.9% | 32,357 | +27.0% | 0.00% | – |
| Q1 2023 | $667,483 | -1.1% | 25,486 | -9.4% | 0.00% | – |
| Q4 2022 | $675,000 | +23.2% | 28,125 | +13.5% | 0.00% | – |
| Q3 2022 | $548,000 | -21.6% | 24,774 | -8.2% | 0.00% | – |
| Q2 2022 | $699,000 | -14.5% | 26,979 | -3.7% | 0.00% | – |
| Q1 2022 | $818,000 | -11.9% | 28,027 | -10.2% | 0.00% | – |
| Q4 2021 | $928,000 | -10.6% | 31,211 | -10.9% | 0.00% | – |
| Q3 2021 | $1,038,000 | -10.4% | 35,027 | -9.4% | 0.00% | – |
| Q2 2021 | $1,159,000 | -9.7% | 38,662 | -9.6% | 0.00% | – |
| Q1 2021 | $1,284,000 | -1.8% | 42,761 | -9.2% | 0.00% | – |
| Q4 2020 | $1,308,000 | +5.2% | 47,097 | -8.0% | 0.00% | – |
| Q3 2020 | $1,243,000 | -9.3% | 51,168 | -7.7% | 0.00% | – |
| Q2 2020 | $1,370,000 | +6.8% | 55,463 | -4.0% | 0.00% | -100.0% |
| Q1 2020 | $1,283,000 | -30.3% | 57,778 | +0.8% | 0.00% | 0.0% |
| Q4 2019 | $1,840,000 | +4.0% | 57,319 | -3.3% | 0.00% | – |
| Q3 2019 | $1,769,000 | -10.3% | 59,289 | -2.0% | 0.00% | -100.0% |
| Q2 2019 | $1,973,000 | +4.4% | 60,497 | +1.3% | 0.00% | 0.0% |
| Q1 2019 | $1,890,000 | +5.4% | 59,736 | -0.6% | 0.00% | 0.0% |
| Q4 2018 | $1,793,000 | -4.4% | 60,074 | -1.6% | 0.00% | 0.0% |
| Q3 2018 | $1,876,000 | +3.9% | 61,027 | +3.5% | 0.00% | 0.0% |
| Q2 2018 | $1,806,000 | -13.2% | 58,961 | +0.5% | 0.00% | 0.0% |
| Q1 2018 | $2,080,000 | +8.4% | 58,662 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $1,918,000 | +10.2% | 58,383 | +2.2% | 0.00% | 0.0% |
| Q3 2017 | $1,740,000 | +9.8% | 57,126 | +7.6% | 0.00% | – |
| Q2 2017 | $1,585,000 | +10.7% | 53,109 | +9.0% | 0.00% | – |
| Q1 2017 | $1,432,000 | +23.9% | 48,710 | +11.5% | 0.00% | – |
| Q4 2016 | $1,156,000 | +1.4% | 43,675 | +6.0% | 0.00% | – |
| Q3 2016 | $1,140,000 | +8.0% | 41,189 | +5.0% | 0.00% | – |
| Q2 2016 | $1,056,000 | -6.2% | 39,221 | -6.9% | 0.00% | – |
| Q1 2016 | $1,126,000 | -3.0% | 42,110 | -14.0% | 0.00% | – |
| Q4 2015 | $1,161,000 | -10.3% | 48,958 | -5.4% | 0.00% | -100.0% |
| Q3 2015 | $1,295,000 | -36.8% | 51,768 | -17.3% | 0.00% | 0.0% |
| Q2 2015 | $2,048,000 | -2.6% | 62,587 | -0.9% | 0.00% | 0.0% |
| Q1 2015 | $2,102,000 | +5.3% | 63,174 | +8.0% | 0.00% | 0.0% |
| Q4 2014 | $1,996,000 | +0.3% | 58,516 | +7.5% | 0.00% | 0.0% |
| Q3 2014 | $1,991,000 | +23.0% | 54,413 | +34.8% | 0.00% | 0.0% |
| Q2 2014 | $1,619,000 | +25.7% | 40,380 | +19.4% | 0.00% | 0.0% |
| Q1 2014 | $1,288,000 | +7.5% | 33,830 | +10.3% | 0.00% | – |
| Q4 2013 | $1,198,000 | -12.2% | 30,672 | -9.3% | 0.00% | -100.0% |
| Q3 2013 | $1,364,000 | +1.5% | 33,829 | -2.4% | 0.00% | 0.0% |
| Q2 2013 | $1,344,000 | – | 34,666 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old Port Advisors | 118,989 | $3,509,000 | 1.19% |
| Ascent Group, LLC | 152,097 | $4,441,000 | 0.52% |
| Relative Value Partners Group, LLC | 210,896 | $6,158,000 | 0.43% |
| Sterling Investment Counsel, LLC | 17,020 | $497,000 | 0.34% |
| SC&H Financial Advisors, Inc. | 21,471 | $627,000 | 0.30% |
| WealthShield Partners, LLC | 61,260 | $1,789,000 | 0.29% |
| Samalin Investment Counsel, LLC | 11,853 | $346,000 | 0.21% |
| Asset Dedication, LLC | 61,903 | $1,797,000 | 0.20% |
| FINANCIAL ADVISORY PARTNERS, LLC | 16,506 | $481,975 | 0.18% |
| COWA, LLC | 11,036 | $322,000 | 0.16% |