FORVIS Wealth Advisors, 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
FORVIS Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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 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