Forvis Mazars Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 475 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
Forvis Mazars Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$503,505
+2.9%
13,366
-1.1%
0.01%
+8.3%
Q1 2024$489,092
-6.9%
13,515
-8.9%
0.01%
-20.0%
Q4 2023$525,235
-2.8%
14,833
-7.8%
0.02%
-6.2%
Q3 2023$540,268
-8.0%
16,094
-5.8%
0.02%
-5.9%
Q2 2023$587,237
-1.4%
17,080
-2.1%
0.02%
-10.5%
Q1 2023$595,620
-4.7%
17,451
-7.9%
0.02%
-13.6%
Q4 2022$624,797
+6.6%
18,956
+0.5%
0.02%
-8.3%
Q3 2022$586,000
-13.6%
18,859
-3.3%
0.02%
-11.1%
Q2 2022$678,000
+196.1%
19,511
+229.4%
0.03%
+170.0%
Q1 2022$229,000
-6.9%
5,9240.0%0.01%0.0%
Q4 2021$246,000
-4.7%
5,924
-2.2%
0.01%
-16.7%
Q3 2021$258,000
-6.5%
6,0590.0%0.01%
-7.7%
Q2 2021$276,000
-7.4%
6,059
-10.9%
0.01%
-13.3%
Q1 2021$298,000
+3.8%
6,7990.0%0.02%
+7.1%
Q4 2020$287,000
+15.3%
6,7990.0%0.01%
-6.7%
Q3 2020$249,000
+9.7%
6,7990.0%0.02%0.0%
Q2 2020$227,000
-29.7%
6,799
-40.1%
0.02%
-42.3%
Q1 2020$323,000
-28.5%
11,350
-5.6%
0.03%
-21.2%
Q4 2019$452,000
+9.7%
12,0200.0%0.03%0.0%
Q3 2019$412,00012,0200.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,469,729$53,733,00018.18%
HighMark Wealth Management LLC 260,294$9,516,0008.57%
Advisory Alpha, LLC 879,859$32,836,0007.05%
Financial Strategies Group, Inc. 262,102$9,582,0006.45%
Global Strategic Investment Solutions, LLC 668,174$24,428,0006.20%
Blueprint Investment Partners LLC 181,457$7,650,0006.04%
HARVEST GROUP WEALTH MANAGEMENT, LLC 191,885$7,015,0004.86%
ERn Financial, LLC 279,339$10,213,0004.78%
Sterneck Capital Management, LLC 148,389$5,425,0004.58%
CAPITAL WEALTH MANAGEMENT, LLC 123,809$4,526,0004.56%
View complete list of SPDR INDEX SHS FDS shareholders