CAPTRUST FINANCIAL ADVISORS - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,184,311
+1.1%
184,221
+3.6%
0.02%0.0%
Q2 2023$6,114,270
+320.0%
177,844
+316.9%
0.02%
+300.0%
Q1 2023$1,455,937
-0.0%
42,659
-3.5%
0.01%
-14.3%
Q4 2022$1,456,316
+3.9%
44,184
-2.1%
0.01%
-12.5%
Q3 2022$1,401,000
+292.4%
45,122
+338.9%
0.01%
+300.0%
Q2 2022$357,000
+346.2%
10,281
+394.5%
0.00%
+100.0%
Q1 2022$80,000
-87.1%
2,079
-86.1%
0.00%
-75.0%
Q4 2021$620,000
+20.9%
14,954
+24.0%
0.00%0.0%
Q3 2021$513,000
-5.0%
12,056
+1.7%
0.00%
-20.0%
Q2 2021$540,000
-5.4%
11,858
-9.1%
0.01%
-16.7%
Q1 2021$571,000
+3.3%
13,046
-0.6%
0.01%
-14.3%
Q4 2020$553,000
+27550.0%
13,123
+31907.3%
0.01%
Q3 2020$2,000
-99.9%
41
-99.9%
0.00%
-100.0%
Q2 2020$1,927,000
+23.1%
56,956
-0.4%
0.03%
-8.6%
Q1 2020$1,566,000
-62.2%
57,188
-47.0%
0.04%
-46.2%
Q4 2019$4,141,000
+151.7%
107,926
+124.9%
0.06%
+12.1%
Q3 2019$1,645,000
-40.3%
47,978
-37.0%
0.06%
-43.1%
Q2 2019$2,756,000
-28.2%
76,189
-29.0%
0.10%
-34.6%
Q1 2019$3,836,000
+588.7%
107,266
+531.7%
0.16%
+420.0%
Q4 2018$557,000
-6.7%
16,980
-0.9%
0.03%
+11.1%
Q3 2018$597,000
+1430.8%
17,138
+1455.2%
0.03%
+1250.0%
Q2 2018$39,000
+85.7%
1,102
+101.5%
0.00%
+100.0%
Q1 2018$21,000
+16.7%
547
+17.6%
0.00%0.0%
Q4 2017$18,000
-10.0%
465
-10.2%
0.00%0.0%
Q3 2017$20,0005180.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders