SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$17,361
+0.9%
517,165
+3.3%
0.59%
+3.0%
Q2 2023$17,206
+1.5%
500,474
+0.8%
0.57%
-4.2%
Q1 2023$16,948
+17.7%
496,580
+13.7%
0.60%
+14.9%
Q4 2022$14,400
-99.9%
436,890
+7.4%
0.52%
-12.8%
Q3 2022$12,631,000
-0.7%
406,916
+11.3%
0.59%
-7.6%
Q2 2022$12,716,000
-2.7%
365,709
+8.1%
0.64%
+7.3%
Q1 2022$13,072,000
-8.7%
338,299
-1.9%
0.60%
-6.7%
Q4 2021$14,311,000
+6.7%
344,922
+9.4%
0.64%
-2.3%
Q3 2021$13,411,000
+9.1%
315,326
+16.7%
0.66%
+19.0%
Q2 2021$12,290,000
+28.5%
270,113
+23.7%
0.55%
+18.7%
Q1 2021$9,562,000
+6.7%
218,397
+2.8%
0.46%
-3.9%
Q4 2020$8,961,000
+18.5%
212,541
+2.8%
0.48%
+3.2%
Q3 2020$7,561,000
+13.7%
206,800
+4.1%
0.47%
-0.4%
Q2 2020$6,649,000
-52.2%
198,728
-59.3%
0.47%
-57.5%
Q1 2020$13,912,000
-9.7%
488,826
+19.3%
1.11%
+17.7%
Q4 2019$15,400,000
+7.8%
409,679
-1.7%
0.94%
-0.8%
Q3 2019$14,290,000
-30.3%
416,857
-27.2%
0.95%
-29.9%
Q2 2019$20,491,000
+7.0%
572,525
+6.9%
1.35%
-6.2%
Q1 2019$19,151,000
+14.3%
535,550
+3.4%
1.44%
-2.5%
Q4 2018$16,757,000
+867.5%
517,817
+941.1%
1.48%
+849.4%
Q3 2018$1,732,000
+155.1%
49,739
+158.7%
0.16%
+143.8%
Q2 2018$679,000
-51.3%
19,224
-45.8%
0.06%
-54.6%
Q1 2018$1,393,000
+9.1%
35,457
+5.9%
0.14%
+8.5%
Q4 2017$1,277,000
+8.5%
33,470
+106.1%
0.13%
-0.8%
Q3 2017$1,177,000
+9.5%
16,238
+0.6%
0.13%
+3.1%
Q2 2017$1,075,000
+7.4%
16,139
+3.4%
0.13%
+1.6%
Q1 2017$1,001,000
+9.4%
15,607
-2.2%
0.12%
-1.6%
Q4 2016$915,000
-8.9%
15,966
-3.6%
0.13%
-13.6%
Q3 2016$1,004,000
+4.7%
16,566
-4.0%
0.15%
-3.9%
Q2 2016$959,000
+1.8%
17,254
+0.2%
0.15%
-0.6%
Q1 2016$942,000
-7.3%
17,223
-11.7%
0.15%
-12.0%
Q4 2015$1,016,000
+27.3%
19,512
+28.2%
0.18%
+5.4%
Q3 2015$798,00015,2150.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders