GIRARD PARTNERS LTD. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
GIRARD PARTNERS LTD. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$860,664
-5.7%
25,637
-3.4%
0.10%
+1.0%
Q2 2023$912,521
-42.0%
26,542
-42.4%
0.10%
-44.8%
Q1 2023$1,573,069
-45.6%
46,090
-47.5%
0.17%
-47.0%
Q4 2022$2,892,520
+4.5%
87,758
-1.6%
0.33%
-10.6%
Q3 2022$2,767,000
-17.7%
89,145
-7.8%
0.37%
-14.5%
Q2 2022$3,362,000
-30.4%
96,704
-22.7%
0.43%
-18.9%
Q1 2022$4,832,000
-11.8%
125,070
-5.3%
0.53%
-11.1%
Q4 2021$5,477,000
-6.3%
132,022
+84.2%
0.60%
+61.2%
Q3 2021$5,848,000
+89.7%
71,687
+5.8%
0.37%
-6.8%
Q2 2021$3,082,000
+6.5%
67,743
+2.5%
0.40%
-5.0%
Q1 2021$2,894,000
+2.9%
66,117
-0.9%
0.42%
-3.7%
Q4 2020$2,813,000
+14.3%
66,731
-0.8%
0.43%
+5.1%
Q3 2020$2,460,000
-1.4%
67,296
-9.8%
0.41%
-8.6%
Q2 2020$2,496,000
+3.7%
74,618
-11.8%
0.45%
-6.2%
Q1 2020$2,407,000
-27.1%
84,577
-3.7%
0.48%
-11.9%
Q4 2019$3,302,000
+11.8%
87,848
+1.9%
0.55%
-0.7%
Q3 2019$2,954,000
-9.8%
86,180
-5.9%
0.55%
-4.8%
Q2 2019$3,276,000
+4.1%
91,543
+4.0%
0.58%
-1.5%
Q1 2019$3,147,000
+1.7%
88,012
-7.9%
0.59%
-9.7%
Q4 2018$3,093,000
+35.4%
95,591
+45.7%
0.65%
+60.5%
Q3 2018$2,285,000
+25.3%
65,624
+27.2%
0.40%
+17.7%
Q2 2018$1,823,000
-8.5%
51,588
+1.7%
0.34%
-26.2%
Q1 2018$1,993,000
+7.2%
50,701
+4.0%
0.47%
+30.5%
Q4 2017$1,860,00048,7600.36%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders