Asset Dedication, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 213 filers reported holding SPDR INDEX SHS FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,641
-2.7%
108,303
-0.5%
0.31%
-2.8%
Q2 2023$3,741
+1.7%
108,822
+1.0%
0.32%
-6.5%
Q1 2023$3,677
+2.0%
107,752
-1.4%
0.34%
-6.8%
Q4 2022$3,604
-99.9%
109,328
+6.8%
0.37%
+4.9%
Q3 2022$3,177,000
-16.9%
102,414
-6.8%
0.35%
-38.6%
Q2 2022$3,821,000
-9.6%
109,890
+0.4%
0.57%
+20.6%
Q1 2022$4,225,000
-7.5%
109,403
-0.7%
0.47%
-14.4%
Q4 2021$4,566,000
-4.3%
110,203
-1.7%
0.55%
-12.6%
Q3 2021$4,769,000
-5.2%
112,144
+1.4%
0.63%
-16.0%
Q2 2021$5,030,000
+7.9%
110,565
+3.9%
0.75%
-28.9%
Q1 2021$4,660,000
-2.4%
106,441
-6.1%
1.05%
+10.6%
Q4 2020$4,774,000
+11.5%
113,350
-3.3%
0.95%
+0.8%
Q3 2020$4,281,000
+9.6%
117,257
+0.4%
0.94%
-11.3%
Q2 2020$3,907,000
+7.8%
116,738
-8.5%
1.06%
-1.3%
Q1 2020$3,624,000
+7610.6%
127,524
+10037.0%
1.08%
+8192.3%
Q4 2019$47,000
+14.6%
1,258
+0.2%
0.01%
-7.1%
Q3 2019$41,000
+2.5%
1,256
+9.3%
0.01%
+7.7%
Q2 2019$40,000
+14.3%
1,149
+15.7%
0.01%
+8.3%
Q1 2019$35,000
-2.8%
993
-12.5%
0.01%
-20.0%
Q4 2018$36,000
+500.0%
1,135
+575.6%
0.02%
+650.0%
Q3 2018$6,0000.0%168
+1.2%
0.00%0.0%
Q2 2018$6,000
+50.0%
166
+40.7%
0.00%0.0%
Q1 2018$4,0000.0%118
+4.4%
0.00%0.0%
Q4 2017$4,0001130.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2018
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders