Carroll Financial Associates, Inc. - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$7,171,000
+1.4%
173,525
+4.4%
0.38%
-3.3%
Q3 2021$7,072,000
+4.6%
166,289
+11.9%
0.40%
+3.1%
Q2 2021$6,763,000
+7.0%
148,641
+2.9%
0.38%
-1.5%
Q1 2021$6,323,000
+20.5%
144,443
+16.1%
0.39%
+11.5%
Q4 2020$5,246,000
+29.5%
124,441
+12.3%
0.35%
+11.5%
Q3 2020$4,051,000
+10.4%
110,816
+1.1%
0.31%
+2.3%
Q2 2020$3,669,000
+24.0%
109,663
+5.4%
0.31%
+5.2%
Q1 2020$2,960,000
+42185.7%
104,029
+49202.8%
0.29%
+29000.0%
Q4 2019$7,0000.0%211
+1.9%
0.00%0.0%
Q3 2019$7,000
+40.0%
207
+40.8%
0.00%
Q2 2019$5,0001470.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 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