Gradient Investments LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$35,528
+0.7%
1,058
+3.1%
0.00%0.0%
Q2 2023$35,285
-7.7%
1,026
-8.4%
0.00%0.0%
Q1 2023$38,237
-50.7%
1,120
-52.4%
0.00%
-50.0%
Q4 2022$77,610
-20.8%
2,355
-25.5%
0.00%
-33.3%
Q3 2022$98,000
-99.3%
3,162
-99.2%
0.00%
-99.3%
Q2 2022$14,429,000
-3.8%
414,989
+6.9%
0.42%
+9.4%
Q1 2022$15,003,000
+0.7%
388,275
+8.1%
0.38%
+1.9%
Q4 2021$14,903,000
+15.4%
359,205
+18.3%
0.38%
+4.4%
Q3 2021$12,919,000
-84.2%
303,765
-83.1%
0.36%
-84.9%
Q2 2021$81,774,000
+15.4%
1,797,226
+11.0%
2.39%
+3.8%
Q1 2021$70,889,000
+6.2%
1,619,215
-11.3%
2.30%
-18.6%
Q4 2020$66,762,000
-0.6%
1,826,107
-0.6%
2.83%
+0.5%
Q3 2020$67,152,000
+8.7%
1,836,751
-0.5%
2.82%
+0.1%
Q2 2020$61,761,000
+20.8%
1,845,803
+2.8%
2.82%
+2.3%
Q1 2020$51,115,000
-15.2%
1,796,012
+12.0%
2.75%
+2.6%
Q4 2019$60,288,000
+50.4%
1,603,831
+37.1%
2.68%
+36.7%
Q3 2019$40,098,000
-19.8%
1,169,707
-16.3%
1.96%
-23.5%
Q2 2019$50,010,000
+16.2%
1,397,312
+16.1%
2.57%
-7.7%
Q1 2019$43,021,000
+63.4%
1,203,047
+47.8%
2.78%
+76.1%
Q4 2018$26,332,000
+10.3%
813,724
+18.7%
1.58%
+29.1%
Q3 2018$23,877,000
+10.4%
685,539
+12.0%
1.22%
+6.0%
Q2 2018$21,632,000
+4.3%
612,103
+16.0%
1.16%
+2.9%
Q1 2018$20,733,000
+1119.6%
527,552
+1083.8%
1.12%
+1044.9%
Q4 2017$1,700,00044,5650.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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