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 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. 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 2022
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