EP Wealth Advisors, 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
EP Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$519,762
-8.3%
15,483
-42.3%
0.01%0.0%
Q2 2023$567,096
+0.7%
26,827
-21.3%
0.01%
-20.0%
Q1 2023$563,025
+58.8%
34,102
+217.0%
0.01%
+66.7%
Q4 2022$354,562
-61.3%
10,757
-59.2%
0.01%
-71.4%
Q2 2022$917,000
-35.3%
26,372
-28.1%
0.02%
-32.3%
Q1 2022$1,417,000
-12.2%
36,673
-5.7%
0.03%
-18.4%
Q4 2021$1,613,000
-19.4%
38,884
-17.4%
0.04%
-30.9%
Q3 2021$2,002,000
-30.0%
47,076
-25.0%
0.06%
-30.4%
Q2 2021$2,858,000
-27.0%
62,809
-29.8%
0.08%
-36.3%
Q1 2021$3,916,000
+751.3%
89,447
+719.0%
0.12%
+675.0%
Q4 2020$460,000
+15.3%
10,922
+0.2%
0.02%
-5.9%
Q3 2020$399,000
+8.1%
10,902
-1.2%
0.02%
+6.2%
Q2 2020$369,000
+7.6%
11,029
-8.5%
0.02%
-5.9%
Q1 2020$343,000
-77.5%
12,054
-70.3%
0.02%
-73.0%
Q4 2019$1,526,00040,5880.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders