BUCKINGHAM STRATEGIC WEALTH, LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,616,095
-1.0%
48,141
+1.4%
0.02%0.0%
Q2 2023$1,632,227
+3.4%
47,476
-0.9%
0.02%
-20.7%
Q1 2023$1,578,3990.0%47,8880.0%0.03%0.0%
Q4 2022$1,578,399
-3.1%
47,888
-8.7%
0.03%
-12.1%
Q3 2022$1,629,000
+3.5%
52,468
+15.9%
0.03%
+6.5%
Q2 2022$1,574,000
-24.0%
45,260
-15.5%
0.03%
-24.4%
Q1 2022$2,070,000
+6.0%
53,581
+13.8%
0.04%
+7.9%
Q4 2021$1,953,000
-8.8%
47,065
-6.5%
0.04%
-13.6%
Q3 2021$2,141,000
+157.3%
50,336
+175.4%
0.04%
+120.0%
Q2 2021$832,000
-1.2%
18,279
-4.9%
0.02%
-52.4%
Q1 2021$842,000
+1.0%
19,224
-2.8%
0.04%
-4.5%
Q4 2020$834,000
+211.2%
19,783
+169.5%
0.04%
+109.5%
Q3 2020$268,000
-52.9%
7,341
-56.8%
0.02%
-61.1%
Q2 2020$569,000
-40.3%
17,008
-49.2%
0.05%
-41.3%
Q1 2020$953,000–33,496–0.09%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2020
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