BALASA DINVERNO & FOLTZ LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$354,000
-10.6%
11,3950.0%0.02%
-12.0%
Q2 2022$396,000
-9.8%
11,395
+0.3%
0.02%
-16.7%
Q1 2022$439,000
-5.4%
11,358
+1.6%
0.03%0.0%
Q4 2021$464,000
+10.0%
11,174
+12.7%
0.03%
+3.4%
Q3 2021$422,000
+11.3%
9,911
+19.1%
0.03%
+7.4%
Q2 2021$379,000
-91.1%
8,321
-94.4%
0.03%
-95.0%
Q1 2020$4,250,000
+400.6%
149,329
+561.2%
0.54%
+494.4%
Q4 2019$849,000
+9.7%
22,5850.0%0.09%0.0%
Q3 2019$774,00022,5850.09%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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