WBH ADVISORY INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,313,350
-7.0%
39,123
-4.8%
0.16%
-3.6%
Q2 2023$1,412,802
+9.8%
41,094
+9.0%
0.17%
+3.7%
Q1 2023$1,286,793
+126.9%
37,703
+106.3%
0.16%
+96.3%
Q3 2022$567,000
+22.5%
18,280
+33.4%
0.08%
+32.3%
Q2 2022$463,00013,7010.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders