Merriman Wealth Management, 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 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%.

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Quarter-by-quarter ownership
Merriman Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,869,845
-44.4%
85,488
-43.1%
0.15%
-41.7%
Q2 2023$5,163,621
+66.5%
150,193
+65.3%
0.25%
+58.8%
Q1 2023$3,100,882
-41.9%
90,855
-43.9%
0.16%
-41.6%
Q4 2022$5,335,607
+17.7%
161,881
+10.8%
0.27%
-7.7%
Q3 2022$4,535,000
-17.0%
146,092
-7.1%
0.30%
-22.7%
Q2 2022$5,467,000
-23.8%
157,220
-15.3%
0.38%
-34.8%
Q1 2022$7,176,000
-63.6%
185,707
-59.0%
0.59%
-24.3%
Q4 2021$19,732,000
+106.0%
452,823
+101.1%
0.78%
-2.3%
Q3 2021$9,577,000
-10.7%
225,180
-4.4%
0.80%
-13.5%
Q2 2021$10,720,000
-3.6%
235,607
-7.2%
0.92%
-27.7%
Q1 2021$11,119,000
+1.8%
253,984
-1.9%
1.27%
+8.5%
Q4 2020$10,918,000
+11.4%
258,956
-3.4%
1.17%
-20.1%
Q3 2020$9,802,000
+4.8%
268,099
-4.1%
1.47%
-1.3%
Q2 2020$9,350,000
+44.4%
279,424
+22.8%
1.49%
+5.5%
Q1 2020$6,477,000–227,592–1.41%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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