Regal Investment Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,386,695
+24.8%
190,250
+27.8%
0.54%
+25.4%
Q2 2023$5,117,340
+5.5%
148,846
+4.8%
0.43%
+0.2%
Q1 2023$4,848,769
-4.0%
142,068
-7.3%
0.43%
-12.5%
Q4 2022$5,049,083
+16.6%
153,188
+9.8%
0.49%
+7.0%
Q3 2022$4,331,000
-11.7%
139,515
-1.1%
0.46%
-10.6%
Q2 2022$4,907,000
-4.3%
141,121
+6.3%
0.51%
+8.7%
Q1 2022$5,127,000
-21.2%
132,702
-15.3%
0.47%
-18.4%
Q4 2021$6,503,000
+5.8%
156,746
+8.5%
0.58%
-3.4%
Q3 2021$6,146,000
+0.3%
144,507
+7.3%
0.60%
-3.1%
Q2 2021$6,128,000
+11.2%
134,691
+3.0%
0.62%
-1.3%
Q4 2020$5,513,000
+66.7%
130,754
+32.3%
0.62%
+2.8%
Q2 2020$3,308,000
+1064.8%
98,856
+1027.5%
0.61%
+877.4%
Q4 2018$284,0008,7680.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders