JFS WEALTH ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,061,152
-2.6%
31,610
-0.3%
0.10%
+2.0%
Q2 2023$1,089,713
+0.9%
31,696
+0.2%
0.10%
-3.9%
Q1 2023$1,079,613
+0.7%
31,632
-2.7%
0.10%
-2.9%
Q4 2022$1,071,707
-2.2%
32,515
-7.9%
0.10%
-12.5%
Q3 2022$1,096,000
-11.5%
35,310
-0.9%
0.12%
-8.4%
Q2 2022$1,239,000
-10.0%
35,6440.0%0.13%
+0.8%
Q1 2022$1,377,000
-5.0%
35,644
+2.1%
0.13%
-5.1%
Q4 2021$1,449,000
+2.6%
34,917
+5.2%
0.14%
-5.5%
Q3 2021$1,412,000
-8.8%
33,191
-2.5%
0.14%
-37.2%
Q2 2021$1,548,000
+3.3%
34,030
-0.5%
0.23%
-24.5%
Q1 2021$1,498,000
+4.4%
34,214
+0.5%
0.31%
+1.7%
Q4 2020$1,435,000
+15.7%
34,037
+0.4%
0.30%
+2.0%
Q3 2020$1,240,000
+7.7%
33,914
-1.4%
0.30%
-1.0%
Q2 2020$1,151,000
+28.9%
34,407
+9.7%
0.30%
+11.2%
Q1 2020$893,000
+311.5%
31,376
+443.4%
0.27%
+405.7%
Q4 2019$217,000
+14.2%
5,774
+4.4%
0.05%
+10.4%
Q3 2019$190,000
-1.6%
5,530
+2.5%
0.05%
-2.0%
Q2 2019$193,000
-0.5%
5,396
-0.6%
0.05%
-3.9%
Q1 2019$194,000
-61.4%
5,430
-65.0%
0.05%
-61.9%
Q4 2018$502,000
+188.5%
15,528
+210.4%
0.13%
+197.8%
Q3 2018$174,000
+20.0%
5,003
+22.2%
0.04%
+18.4%
Q2 2018$145,000
+6.6%
4,095
+18.0%
0.04%
+5.6%
Q1 2018$136,000
+183.3%
3,471
+175.9%
0.04%
+200.0%
Q4 2017$48,0001,2580.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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