ASSETMARK, INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$67,439,729
+16.4%
2,008,928
+19.2%
0.27%
+18.9%
Q2 2023$57,954,176
+27.6%
1,685,694
+26.6%
0.23%
+20.7%
Q1 2023$45,430,164
+10.4%
1,331,092
+6.7%
0.19%
+5.6%
Q4 2022$41,134,931
+3.5%
1,248,026
-2.6%
0.18%
-4.3%
Q3 2022$39,755,000
-8.2%
1,280,769
+2.8%
0.19%
-4.1%
Q2 2022$43,310,000
-42.1%
1,245,621
-35.7%
0.19%
-38.0%
Q1 2022$74,847,000
+139.7%
1,937,035
+157.4%
0.31%
+144.5%
Q4 2021$31,225,000
-18.7%
752,597
-16.7%
0.13%
-25.6%
Q3 2021$38,419,000
-28.8%
903,337
-23.9%
0.17%
-31.2%
Q2 2021$53,983,000
-72.5%
1,186,437
-73.5%
0.25%
-75.3%
Q1 2021$196,094,000
+338.3%
4,479,080
+322.1%
1.01%
+306.0%
Q4 2020$44,737,000
+6.7%
1,061,120
-7.5%
0.25%
-8.1%
Q3 2020$41,939,000
+4.9%
1,147,141
-4.0%
0.27%
-5.2%
Q2 2020$39,963,000
+5.9%
1,194,361
-10.0%
0.29%
-10.6%
Q1 2020$37,748,000
-6.5%
1,326,363
+23.5%
0.32%
+4.2%
Q4 2019$40,368,000
+77.4%
1,073,913
+61.7%
0.31%
+60.7%
Q3 2019$22,761,000
-43.8%
663,964
-41.3%
0.19%
-42.1%
Q2 2019$40,501,000
-30.3%
1,131,642
-30.3%
0.33%
-37.1%
Q1 2019$58,071,000
+80.1%
1,623,900
+63.0%
0.52%
+68.8%
Q4 2018$32,248,000
-13.0%
996,550
-6.3%
0.31%
-7.7%
Q3 2018$37,050,000
-22.5%
1,063,743
-21.4%
0.34%
-28.3%
Q2 2018$47,823,000
-30.3%
1,353,213
-22.4%
0.47%
-33.8%
Q1 2018$68,564,000
+11.5%
1,744,638
+8.2%
0.71%
+12.0%
Q4 2017$61,503,000
+4.2%
1,612,136
-1.0%
0.63%
-5.5%
Q3 2017$59,014,000
+14.0%
1,628,649
+109.6%
0.67%
+3.1%
Q2 2017$51,747,000
+22.5%
776,869
+18.0%
0.65%
+17.3%
Q1 2017$42,242,000
+5.6%
658,387
-5.7%
0.56%
-5.6%
Q4 2016$40,013,000
-2.3%
698,543
+3.3%
0.59%
-5.6%
Q3 2016$40,959,000
+68.8%
676,117
+54.8%
0.62%
+52.7%
Q2 2016$24,265,000
+109.7%
436,730
+106.6%
0.41%
+102.0%
Q1 2016$11,569,000
+237.1%
211,417
+220.8%
0.20%
+215.6%
Q4 2015$3,432,000
-89.1%
65,905
-89.0%
0.06%
-80.5%
Q3 2015$31,510,000
+94.5%
601,108
+139.0%
0.33%
-2.4%
Q2 2015$16,204,000
+73.2%
251,464
+72.6%
0.34%
+69.3%
Q1 2015$9,356,000
-32.4%
145,693
-33.9%
0.20%
-33.9%
Q4 2014$13,849,000
-51.9%
220,382
-49.1%
0.30%
-54.7%
Q3 2014$28,786,000
+42.5%
432,949
+44.9%
0.66%
+54.7%
Q2 2014$20,206,000
+111.5%
298,723
+98.1%
0.43%
+84.5%
Q1 2014$9,554,000
-38.7%
150,758
-37.5%
0.23%
-36.9%
Q4 2013$15,597,000
+68.5%
241,225
+64.5%
0.37%
+57.7%
Q3 2013$9,256,000146,6190.23%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders