MONETA GROUP INVESTMENT ADVISORS LLC - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,786,006
-1.8%
202,145
+0.6%
0.15%
+0.7%
Q2 2023$6,910,360
+2.8%
200,999
+2.1%
0.15%
-5.0%
Q1 2023$6,719,772
+8.1%
196,888
+4.4%
0.16%
-5.3%
Q4 2022$6,215,779
-13.3%
188,586
-18.3%
0.17%
-37.7%
Q3 2022$7,168,000
-8.2%
230,928
+2.8%
0.27%
+2.2%
Q2 2022$7,810,000
-4.7%
224,619
+5.9%
0.27%
-17.1%
Q1 2022$8,194,000
+1.6%
212,060
+3034.2%
0.32%
-1.8%
Q4 2021$8,062,000
+3.2%
6,766
-96.3%
0.33%
-8.9%
Q3 2021$7,812,000
+2.1%
183,682
+9.2%
0.36%
+2.3%
Q2 2021$7,650,000
+9.3%
168,132
+5.2%
0.35%
-4.9%
Q1 2021$6,999,000
+8.0%
159,868
+4.0%
0.37%
-20.6%
Q4 2020$6,482,000
+17.1%
153,748
+1.5%
0.47%
-3.3%
Q3 2020$5,536,000
+7.4%
151,422
-1.7%
0.48%
-1.4%
Q2 2020$5,156,000
+30.5%
154,094
+11.0%
0.49%
+19.0%
Q1 2020$3,952,000
-2.2%
138,862
+29.2%
0.41%
+21.2%
Q4 2019$4,041,000
+11.2%
107,502
+1.4%
0.34%
-0.3%
Q3 2019$3,633,000
-0.2%
105,980
+4.1%
0.34%
-5.3%
Q2 2019$3,642,000
+0.8%
101,760
+0.7%
0.36%
-5.0%
Q1 2019$3,614,000
+15.4%
101,063
+4.4%
0.38%
+1.1%
Q4 2018$3,132,000
-19.7%
96,786
-13.6%
0.37%
-6.3%
Q3 2018$3,902,000
+466.3%
112,017
+474.9%
0.40%
+432.0%
Q2 2018$689,00019,4830.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
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