CABOT WEALTH MANAGEMENT INC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$458
-24.3%
13,655
-22.4%
0.07%
-22.2%
Q2 2023$605
+0.7%
17,6020.0%0.09%
-5.3%
Q1 2023$601
+3.3%
17,602
-0.3%
0.10%
-3.1%
Q4 2022$582
-99.9%
17,659
-12.6%
0.10%
-7.5%
Q3 2022$627,000
-15.5%
20,212
-5.2%
0.11%
-10.2%
Q2 2022$742,000
-10.0%
21,3290.0%0.12%
+6.3%
Q1 2022$824,000
-5.0%
21,329
+2.1%
0.11%
+0.9%
Q4 2021$867,000
-1.7%
20,885
+0.7%
0.11%
-6.8%
Q3 2021$882,000
-4.1%
20,741
+2.6%
0.12%
-4.1%
Q2 2021$920,000
+3.3%
20,212
-0.7%
0.12%
-2.4%
Q1 2021$891,000
+0.5%
20,357
-3.3%
0.13%
-7.4%
Q4 2020$887,000
+15.2%
21,048
-0.1%
0.14%
-2.9%
Q3 2020$770,000
+6.9%
21,071
-2.1%
0.14%
-2.8%
Q2 2020$720,000
-19.4%
21,525
-31.4%
0.14%
-32.4%
Q1 2020$893,000
+215.5%
31,392
+560.5%
0.21%
+119.6%
Q2 2013$283,000–4,753–0.10%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders