ROOSEVELT INVESTMENT GROUP LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$295,000
-10.6%
9,500
+0.2%
0.02%
-12.5%
Q2 2022$330,000
-11.8%
9,481
-2.0%
0.02%
+9.1%
Q1 2022$374,000
-6.5%
9,670
+0.4%
0.02%0.0%
Q4 2021$400,000
-77.8%
9,633
-77.3%
0.02%
-80.4%
Q3 2021$1,804,000
-7.4%
42,408
-1.0%
0.11%
-4.3%
Q2 2021$1,948,000
+8.7%
42,817
+4.6%
0.12%0.0%
Q1 2021$1,792,000
+9.1%
40,941
+5.1%
0.12%0.0%
Q4 2020$1,642,000
+16.5%
38,938
+1.0%
0.12%
+2.6%
Q3 2020$1,409,000
+7.6%
38,553
-1.5%
0.11%
-11.6%
Q2 2020$1,310,000
+104.7%
39,142
+73.9%
0.13%
+76.7%
Q1 2020$640,00022,5040.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 953,772$32,790,68118.35%
McNamara Financial Services, Inc. 1,382,973$47,823,21411.48%
CAPITAL WEALTH MANAGEMENT, LLC 378,439$13,010,7337.08%
Sterneck Capital Management, LLC 320,576$11,021,4086.75%
Brown Financial Advisory 236,390$8,127,0896.63%
Financial Strategies Group, Inc. 532,700$18,314,2405.86%
Horizon Investments, LLC 5,679,331$195,255,4005.62%
Single Point Partners, LLC 117,618$4,0445.58%
Brooklyn FI, LLC 254,760$8,758,6364.78%
Better Money Decisions, LLC 158,878$5,462,2384.45%
View complete list of SPDR INDEX SHS FDS shareholders