Evensky & Katz 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
Evensky & Katz LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10.0%370.0%0.00%
Q2 2023$10.0%37
-11.9%
0.00%
Q1 2023$1
-50.0%
42
-33.3%
0.00%
Q4 2022$2
-100.0%
63
-97.8%
0.00%
-100.0%
Q2 2022$101,000
-17.2%
2,899
-7.8%
0.01%0.0%
Q1 2022$122,000
-10.9%
3,145
-4.4%
0.01%
-7.7%
Q4 2021$137,000
-2.8%
3,291
-0.7%
0.01%
-13.3%
Q3 2021$141,000
-18.5%
3,313
-13.1%
0.02%
-16.7%
Q2 2021$173,000
+7.5%
3,811
+3.8%
0.02%0.0%
Q1 2021$161,000
-22.2%
3,673
-25.1%
0.02%
-30.8%
Q4 2020$207,000
+15.0%
4,902
-0.5%
0.03%
+8.3%
Q3 2020$180,000
+5.3%
4,926
-3.4%
0.02%
-4.0%
Q2 2020$171,000
+13.2%
5,102
-3.9%
0.02%
+4.2%
Q1 2020$151,000
-9.6%
5,310
+19.0%
0.02%
+4.3%
Q4 2019$167,000
+19.3%
4,462
+8.9%
0.02%
+21.1%
Q3 2019$140,000
-88.1%
4,096
+24.5%
0.02%
-88.3%
Q2 2019$1,178,000
+554.4%
3,291
-35.0%
0.16%
+1258.3%
Q1 2019$180,000
+133.8%
5,066
+112.1%
0.01%
-7.7%
Q4 2018$77,000
+13.2%
2,388
+21.5%
0.01%
+30.0%
Q3 2018$68,000
+17.2%
1,966
+18.6%
0.01%0.0%
Q2 2018$58,000
-3.3%
1,658
+7.6%
0.01%0.0%
Q1 2018$60,0001,5410.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
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