J.P. Morgan Private 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
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$931,996
-20.8%
27,763
-18.9%
0.00%
-50.0%
Q2 2023$1,176,471
-4.2%
34,220
-4.9%
0.01%
+100.0%
Q1 2023$1,228,646
+7.3%
35,999
+3.6%
0.00%0.0%
Q4 2022$1,145,558
-14.8%
34,756
-19.7%
0.00%
-25.0%
Q3 2022$1,344,000
-43.5%
43,305
-36.7%
0.00%
-33.3%
Q2 2022$2,380,000
+50.1%
68,461
+66.8%
0.01%
+100.0%
Q1 2022$1,586,000
+11.7%
41,051
+20.0%
0.00%0.0%
Q4 2021$1,420,000
+24.7%
34,214
+27.7%
0.00%0.0%
Q3 2021$1,139,000
-12.5%
26,786
-6.4%
0.00%0.0%
Q2 2021$1,302,000
+70.6%
28,626
+64.3%
0.00%
+50.0%
Q1 2021$763,000
+215.3%
17,418
+203.2%
0.00%
+100.0%
Q4 2020$242,000
+18.0%
5,745
+2.5%
0.00%0.0%
Q3 2020$205,000
-75.1%
5,607
-80.6%
0.00%
-80.0%
Q1 2020$822,000
-38.4%
28,869
-18.7%
0.01%
-16.7%
Q4 2019$1,334,000
+21.5%
35,492
+10.8%
0.01%0.0%
Q3 2019$1,098,000
-3.3%
32,021
+0.9%
0.01%0.0%
Q2 2019$1,136,000
-0.3%
31,750
-0.3%
0.01%0.0%
Q1 2019$1,139,000
-1.1%
31,860
-10.5%
0.01%
-14.3%
Q4 2018$1,152,000
-8.6%
35,602
-1.6%
0.01%
+16.7%
Q3 2018$1,260,000
-2.8%
36,173
-1.3%
0.01%
-14.3%
Q2 2018$1,296,000
-11.6%
36,660
-1.8%
0.01%
-30.0%
Q1 2018$1,466,000
+8.1%
37,313
+5.0%
0.01%
+11.1%
Q4 2017$1,356,00035,5530.01%
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