Sterneck Capital Management, LLC - 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
Sterneck Capital Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10,546,894
-4.3%
314,176
-2.0%
7.05%
+4.4%
Q2 2023$11,021,408
+7.1%
320,576
+6.3%
6.75%
+4.1%
Q1 2023$10,291,683
+3.9%
301,544
+0.3%
6.48%
-1.3%
Q4 2022$9,905,983
+35.4%
300,546
+27.5%
6.57%
+27.1%
Q3 2022$7,317,000
+0.2%
235,714
+12.2%
5.17%
+5.7%
Q2 2022$7,302,000
-19.6%
210,011
-10.7%
4.89%
-10.3%
Q1 2022$9,085,000
+1.3%
235,114
+8.7%
5.46%
+2.8%
Q4 2021$8,972,000
+10.9%
216,238
+13.7%
5.31%
+3.0%
Q3 2021$8,087,000
+0.4%
190,146
+1.5%
5.15%
+3.4%
Q2 2021$8,051,000
-0.5%
187,414
+1.4%
4.98%
-11.9%
Q1 2021$8,093,000
+29.0%
184,853
+24.3%
5.65%
+20.1%
Q4 2020$6,272,000
+15.6%
148,764
+0.3%
4.71%
+2.7%
Q3 2020$5,425,000
+13.4%
148,389
+3.8%
4.58%
+1.8%
Q2 2020$4,783,000
+60.7%
142,948
+36.7%
4.50%
+50.2%
Q1 2020$2,977,000
-20.6%
104,603
+4.9%
3.00%
+0.5%
Q4 2019$3,749,000
+12.2%
99,738
+2.3%
2.98%
-2.2%
Q3 2019$3,342,000
-5.3%
97,497
-1.2%
3.05%
-0.2%
Q2 2019$3,530,000
+5.7%
98,632
+5.6%
3.06%
+4.8%
Q1 2019$3,339,000
+12.4%
93,374
+1.7%
2.92%
+1.0%
Q4 2018$2,971,000
-17.0%
91,807
-10.7%
2.89%
+12.1%
Q3 2018$3,579,000
-4.7%
102,769
-3.2%
2.58%
-0.8%
Q2 2018$3,754,000
+389.4%
106,211
+444.2%
2.60%
+476.1%
Q1 2018$767,00019,5180.45%
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