UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$22,961,845
-3.1%
683,999
-0.8%
0.15%
+16.3%
Q2 2023$23,694,007
+3.4%
689,180
+2.6%
0.13%
+0.8%
Q1 2023$22,921,336
+4.8%
671,589
+1.2%
0.13%
+4.1%
Q4 2022$21,875,703
+0.9%
663,705
-4.9%
0.12%
-3.9%
Q3 2022$21,673,000
-12.2%
698,216
-1.7%
0.13%
-5.9%
Q2 2022$24,685,000
-9.4%
709,948
+0.7%
0.14%
+3.0%
Q1 2022$27,241,000
-6.4%
704,982
+0.4%
0.13%
-1.5%
Q4 2021$29,119,000
+1.0%
701,834
+3.5%
0.13%
-6.9%
Q3 2021$28,838,000
-1.9%
678,072
+5.0%
0.14%
-2.7%
Q2 2021$29,397,000
+6.7%
646,087
+2.6%
0.15%
-3.3%
Q1 2021$27,561,000
-0.1%
629,543
-3.8%
0.15%
-7.8%
Q4 2020$27,593,000
+14.8%
654,491
-0.4%
0.17%
+5.7%
Q3 2020$24,030,000
+11.0%
657,273
+1.6%
0.16%0.0%
Q2 2020$21,644,000
+19.9%
646,856
+2.0%
0.16%
+5.4%
Q1 2020$18,053,000
-19.7%
634,342
+6.0%
0.15%
+2.8%
Q4 2019$22,487,000
+242.7%
598,208
+212.5%
0.14%
+215.2%
Q3 2019$6,561,000
+29.6%
191,402
+35.4%
0.05%
+39.4%
Q2 2019$5,061,000
+75.3%
141,399
+75.2%
0.03%
+65.0%
Q1 2019$2,887,000
+39.4%
80,724
+26.1%
0.02%
+25.0%
Q4 2018$2,071,000
+68.2%
63,997
+81.0%
0.02%
+77.8%
Q3 2018$1,231,000
-3.7%
35,354
-2.2%
0.01%
-10.0%
Q2 2018$1,278,000
-12.2%
36,164
-2.4%
0.01%
-9.1%
Q1 2018$1,456,000
-1.3%
37,056
-4.2%
0.01%
-8.3%
Q4 2017$1,475,000
-5.4%
38,668
+79.6%
0.01%
-7.7%
Q3 2017$1,560,000
+5.8%
21,527
-2.7%
0.01%0.0%
Q2 2017$1,474,000
-5.1%
22,123
-8.7%
0.01%
-7.1%
Q1 2017$1,554,000
+7.8%
24,223
-3.8%
0.01%0.0%
Q4 2016$1,442,000
-17.8%
25,181
-13.1%
0.01%
-17.6%
Q3 2016$1,755,000
+17.2%
28,974
+8.4%
0.02%
+13.3%
Q2 2016$1,497,000
+15.2%
26,737
+12.6%
0.02%
+7.1%
Q1 2016$1,299,000
+130.3%
23,739
+171.1%
0.01%
+100.0%
Q2 2015$564,000
+9.5%
8,756
+16.9%
0.01%
+16.7%
Q1 2015$515,000
+13.4%
7,491
+4.1%
0.01%
-57.1%
Q3 2013$454,000
-3.6%
7,195
-9.0%
0.01%
+7.7%
Q2 2013$471,0007,9050.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders