Annex Advisory Services, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$217,798
-48.9%
6,335
-49.3%
0.01%
-47.8%
Q1 2023$426,048
-19.3%
12,483
-22.1%
0.02%
-23.3%
Q4 2022$528,229
-0.1%
16,026
-6.0%
0.03%
-16.7%
Q3 2022$529,000
-14.4%
17,057
-4.0%
0.04%
-20.0%
Q2 2022$618,000
-12.5%
17,768
-2.8%
0.04%
-13.5%
Q1 2022$706,000
-12.9%
18,279
-6.5%
0.05%
-7.1%
Q4 2021$811,000
-8.9%
19,557
-6.5%
0.06%
-23.3%
Q3 2021$890,000
-15.2%
20,914
-9.5%
0.07%
-14.1%
Q2 2021$1,050,000
-16.9%
23,112
-19.9%
0.08%
-30.3%
Q1 2021$1,264,000
-6.6%
28,860
-10.1%
0.12%
-8.3%
Q4 2020$1,354,000
+6.5%
32,117
-7.6%
0.13%
-17.9%
Q3 2020$1,271,000
+5.7%
34,774
-3.3%
0.16%
-3.6%
Q2 2020$1,203,000
+18.9%
35,944
+1.1%
0.17%
+17.5%
Q1 2020$1,012,000
-30.6%
35,549
-8.3%
0.14%
-19.2%
Q4 2019$1,458,000
+11.3%
38,767
+1.4%
0.18%
+0.6%
Q3 2019$1,310,000
+2.0%
38,222
+6.5%
0.18%
-2.8%
Q2 2019$1,284,000
+11.5%
35,880
+11.4%
0.18%
+4.6%
Q1 2019$1,152,000
-73.7%
32,218
-76.2%
0.17%
-74.9%
Q4 2018$4,373,000
+53.3%
135,145
+65.0%
0.69%
+56.2%
Q3 2018$2,853,000
+109.2%
81,906
+112.2%
0.44%
+90.1%
Q2 2018$1,364,000
+50.1%
38,593
+66.9%
0.23%
+40.6%
Q1 2018$909,00023,1250.16%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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