Ballentine Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 285 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$18,525,118
+0.1%
551,835
+2.5%
0.44%
+2.4%
Q2 2023$18,504,055
-4.3%
538,221
-5.0%
0.42%
-12.6%
Q1 2023$19,330,689
+5.8%
566,384
+2.1%
0.49%
-10.5%
Q4 2022$18,276,125
+97.8%
554,494
+86.3%
0.54%
+69.7%
Q3 2022$9,241,000
-2.0%
297,708
+9.8%
0.32%
-3.9%
Q2 2022$9,431,000
-6.9%
271,229
+3.4%
0.33%
+5.0%
Q1 2022$10,134,000
-27.0%
262,260
-21.7%
0.32%
-23.6%
Q4 2021$13,890,000
+6.7%
334,768
+9.4%
0.42%
-5.9%
Q3 2021$13,012,000
+3.5%
305,946
+10.7%
0.44%
+1.6%
Q2 2021$12,574,000
+5.2%
276,342
+1.2%
0.43%
-2.0%
Q1 2021$11,952,000
+0.3%
273,010
-3.4%
0.44%
-6.1%
Q4 2020$11,914,000
+12.6%
282,587
-2.4%
0.47%
+0.9%
Q3 2020$10,583,000
-14.1%
289,476
-21.3%
0.47%
-20.5%
Q2 2020$12,313,000
+2.2%
367,988
-13.1%
0.59%
-16.0%
Q1 2020$12,050,000
+59.5%
423,409
+110.6%
0.70%
+104.4%
Q4 2019$7,557,000
-2.6%
201,048
-11.1%
0.34%
-5.8%
Q3 2019$7,755,000
+0.6%
226,239
+5.1%
0.36%
-1.6%
Q2 2019$7,707,000
+2.9%
215,330
+2.8%
0.37%
-5.1%
Q1 2019$7,490,000
+10.8%
209,455
+0.3%
0.39%0.0%
Q4 2018$6,759,000208,8690.39%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 953,772$32,790,68118.35%
McNamara Financial Services, Inc. 1,382,973$47,823,21411.48%
CAPITAL WEALTH MANAGEMENT, LLC 378,439$13,010,7337.08%
Sterneck Capital Management, LLC 320,576$11,021,4086.75%
Brown Financial Advisory 236,390$8,127,0896.63%
Financial Strategies Group, Inc. 532,700$18,314,2405.86%
Horizon Investments, LLC 5,679,331$195,255,4005.62%
Single Point Partners, LLC 117,618$4,0445.58%
Brooklyn FI, LLC 254,760$8,758,6364.78%
Better Money Decisions, LLC 158,878$5,462,2384.45%
View complete list of SPDR INDEX SHS FDS shareholders