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 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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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 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders