Coastline Trust Co - 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
Coastline Trust Co ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$411,000
-11.4%
10,640
-4.9%
0.05%
-5.7%
Q4 2021$464,000
-3.5%
11,190
-1.1%
0.05%
-11.7%
Q3 2021$481,000
-6.4%
11,3100.0%0.06%
-6.2%
Q2 2021$514,000
+3.0%
11,310
-0.6%
0.06%0.0%
Q1 2021$499,000
+15.0%
11,380
+10.6%
0.06%
+10.3%
Q4 2020$434,000
+15.1%
10,2900.0%0.06%
+1.8%
Q3 2020$377,000
+5.6%
10,290
-3.6%
0.06%
+1.8%
Q2 2020$357,000
+0.3%
10,675
-14.7%
0.06%
-12.5%
Q1 2020$356,000
-26.3%
12,515
-2.6%
0.06%
-4.5%
Q4 2019$483,000
+9.8%
12,8550.0%0.07%
+3.1%
Q3 2019$440,000
-4.3%
12,8550.0%0.06%
-3.0%
Q2 2019$460,000
+6.0%
12,855
+5.9%
0.07%
+3.1%
Q1 2019$434,000
+10.4%
12,1350.0%0.06%
-4.4%
Q4 2018$393,00012,1350.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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