Simplicity Solutions, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$931,735
-8.0%
27,755
-5.8%
0.03%
+7.1%
Q2 2023$1,013,168
-3.1%
29,470
-3.8%
0.03%
+3.7%
Q1 2023$1,045,459
+166.6%
30,632
+157.4%
0.03%
-49.1%
Q4 2022$392,191
-31.8%
11,899
-35.8%
0.05%
-36.1%
Q3 2022$575,000
-81.6%
18,537
-79.3%
0.08%
-79.5%
Q2 2022$3,119,000
-56.6%
89,721
-51.8%
0.40%
-54.2%
Q1 2022$7,191,000
+1382.7%
186,091
+1491.6%
0.88%
+1535.2%
Q4 2021$485,000
-88.2%
11,692
-88.0%
0.05%
-91.5%
Q3 2021$4,127,000
-2.3%
97,042
+4.6%
0.64%
-24.0%
Q2 2021$4,222,000
+45.8%
92,784
+40.3%
0.84%
+31.1%
Q1 2021$2,895,000
-64.7%
66,122
-66.1%
0.64%
+422.1%
Q4 2020$8,211,000
-19.0%
194,770
-29.8%
0.12%
-34.4%
Q3 2020$10,142,000
+232.5%
277,415
+204.3%
0.19%
+210.0%
Q2 2020$3,050,000
-50.7%
91,153
-58.1%
0.06%
-68.6%
Q1 2020$6,191,000
+88.9%
217,540
+149.4%
0.19%
+91.0%
Q4 2019$3,278,000
-69.0%
87,208
-71.7%
0.10%
-76.7%
Q3 2019$10,569,000
+37.5%
308,334
+43.5%
0.43%
+30.7%
Q2 2019$7,689,000
+160.8%
214,842
+160.6%
0.33%
+86.9%
Q1 2019$2,948,000
+456.2%
82,448
+402.9%
0.18%
+155.1%
Q4 2018$530,000
+117.2%
16,393
+133.7%
0.07%
+392.9%
Q3 2018$244,000
-91.9%
7,016
-91.8%
0.01%
-93.6%
Q2 2018$3,020,000
-3.5%
85,471
+7.4%
0.22%
-19.3%
Q1 2018$3,128,000
+24.0%
79,589
+20.3%
0.27%
+10.2%
Q4 2017$2,523,00066,1350.24%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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