Baltimore-Washington Financial Advisors, Inc. - 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
Baltimore-Washington Financial Advisors, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$380,183
-13.6%
11,325
-11.5%
0.03%
-11.4%
Q2 2023$440,022
-72.9%
12,799
-73.1%
0.04%
-75.5%
Q1 2023$1,623,868
+0.2%
47,579
-3.2%
0.14%
-9.5%
Q4 2022$1,620,640
-5.4%
49,170
-11.0%
0.16%
+9.7%
Q3 2022$1,714,000
-11.5%
55,237
-0.9%
0.14%
-30.4%
Q2 2022$1,937,000
-26.1%
55,730
-6.9%
0.21%
-19.1%
Q1 2022$2,621,000
+11.5%
59,889
+5.7%
0.26%
+34.7%
Q4 2021$2,350,000
-6.2%
56,645
-3.9%
0.19%
-14.0%
Q3 2021$2,505,000
-7.6%
58,922
-1.2%
0.22%
-12.3%
Q2 2021$2,712,000
+3.5%
59,614
-0.5%
0.25%
-5.6%
Q1 2021$2,621,000
+3.8%
59,889
-0.0%
0.27%
-2.9%
Q4 2020$2,525,000
-10.1%
59,905
-22.1%
0.28%
-24.5%
Q3 2020$2,809,000
+4.2%
76,856
-4.6%
0.36%
-1.9%
Q2 2020$2,696,000
+16.0%
80,598
-1.4%
0.37%
-11.5%
Q1 2020$2,325,000
-7.3%
81,723
+22.4%
0.42%
+13.6%
Q4 2019$2,509,000
+21.6%
66,770
+10.9%
0.37%
+8.8%
Q3 2019$2,063,000
-1.3%
60,200
+3.1%
0.34%
-3.7%
Q2 2019$2,090,000
+12.4%
58,385
+12.2%
0.35%
+8.3%
Q1 2019$1,860,000
+42.3%
52,026
+28.8%
0.32%
+20.4%
Q4 2018$1,307,000
+5.5%
40,403
+13.6%
0.27%
+20.5%
Q3 2018$1,239,000
+189.5%
35,579
+193.7%
0.22%
+163.5%
Q2 2018$428,00012,1160.08%
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