ProVise Management Group, 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
ProVise Management Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,603,977
+2.2%
107,357
+4.7%
0.34%
+4.7%
Q2 2023$3,526,531
+2.8%
102,575
+2.0%
0.32%
-2.4%
Q1 2023$3,431,191
+10.7%
100,533
+6.9%
0.33%
+4.5%
Q4 2022$3,100,514
+15.8%
94,069
+9.1%
0.31%
+5.0%
Q3 2022$2,677,000
+0.8%
86,245
+12.9%
0.30%
+5.7%
Q2 2022$2,656,000
+5.9%
76,401
+17.7%
0.28%
+19.4%
Q1 2022$2,507,000
+14.1%
64,887
+22.5%
0.24%
+19.1%
Q4 2021$2,198,000
+27.6%
52,984
+30.8%
0.20%
+17.1%
Q3 2021$1,723,000
+22.1%
40,504
+30.6%
0.17%
+18.1%
Q2 2021$1,411,000
+41.4%
31,017
+36.1%
0.14%
+33.3%
Q1 2021$998,000
+87.9%
22,796
+80.9%
0.11%
+77.0%
Q4 2020$531,000
+137.1%
12,604
+105.6%
0.06%
+103.3%
Q3 2020$224,0006,1310.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders