HARBOR ADVISORY CORP /MA/ - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HARBOR ADVISORY CORP /MA/ ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,820,551
-17.3%
84,020
-15.3%
1.02%
-15.1%
Q2 2023$3,408,949
-14.0%
99,155
-14.6%
1.20%
-20.4%
Q1 2023$3,961,845
-3.8%
116,081
-7.1%
1.51%
-10.1%
Q4 2022$4,118,682
+571.9%
124,960
+532.5%
1.68%
+496.8%
Q3 2022$613,00019,7570.28%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders