ACORN FINANCIAL ADVISORY SERVICES INC /ADV - 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 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%.

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Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,709,727
+5.5%
140,412
+8.1%
0.84%
+6.1%
Q2 2023$4,465,629
+7.8%
129,890
+7.0%
0.79%
-1.6%
Q1 2023$4,143,314
+11.2%
121,398
+7.4%
0.81%
+1.9%
Q4 2022$3,727,152
+11.2%
113,082
+4.7%
0.79%
-1.1%
Q3 2022$3,353,000
+4.5%
108,033
+17.1%
0.80%
+4.7%
Q2 2022$3,209,000
+3.9%
92,241
+15.4%
0.76%
+23.4%
Q1 2022$3,089,000
+14.0%
79,966
+22.5%
0.62%
+14.2%
Q4 2021$2,710,000
+10.9%
65,298
+13.6%
0.54%
-28.3%
Q3 2021$2,444,000
+1.9%
57,467
+9.0%
0.76%
+6.9%
Q2 2021$2,399,000
+34.9%
52,724
+29.8%
0.71%
+8.9%
Q1 2021$1,778,000
+11.9%
40,616
+7.8%
0.65%
+4.0%
Q4 2020$1,589,000
+42.8%
37,682
+23.7%
0.62%
+7.0%
Q3 2020$1,113,000
+56.3%
30,454
+43.0%
0.58%
+17.5%
Q2 2020$712,000
+39.1%
21,290
+18.4%
0.50%
-2.0%
Q1 2020$512,000
-8.7%
17,989
+20.6%
0.51%
+7.4%
Q4 2019$561,000–14,912–0.47%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders