OXFORD FINANCIAL GROUP, LTD. LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$112,426
-2.4%
3,3490.0%0.01%
-9.1%
Q2 2023$115,139
+0.7%
3,3490.0%0.01%
-15.4%
Q1 2023$114,301
+3.5%
3,3490.0%0.01%0.0%
Q4 2022$110,383
+6.1%
3,3490.0%0.01%
-18.8%
Q3 2022$104,000
+10300.0%
3,349
+13296.0%
0.02%
Q1 2021$1,00025
+400.0%
0.00%
Q4 2020$050.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders