Vision Capital Management, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Vision Capital Management, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,756,970
-3.2%
141,703
-0.9%
0.88%
+4.3%
Q2 2023$4,913,556
-2.8%
142,919
-3.5%
0.84%
-8.4%
Q1 2023$5,054,176
-15.9%
148,086
-18.8%
0.92%
-20.3%
Q4 2022$6,012,926
+86.4%
182,431
+75.5%
1.15%
+72.5%
Q3 2022$3,226,000
-24.3%
103,928
-15.2%
0.67%
-17.1%
Q2 2022$4,259,000
+13.6%
122,489
+26.2%
0.80%
+30.4%
Q1 2022$3,749,000
-5.6%
97,030
+1.3%
0.62%
+3.9%
Q4 2021$3,972,000
-2.4%
95,744
+0.1%
0.59%
-10.7%
Q3 2021$4,068,000
-6.5%
95,641
+0.0%
0.66%
-7.5%
Q2 2021$4,351,000
+3.6%
95,634
-0.3%
0.72%
-3.9%
Q1 2021$4,200,000
+3.1%
95,943
-0.7%
0.75%
-1.3%
Q4 2020$4,072,000
+15.0%
96,589
-0.3%
0.76%
+1.9%
Q3 2020$3,541,000
+8.3%
96,865
-0.9%
0.74%
-0.9%
Q2 2020$3,271,00097,7690.75%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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