Fernwood Investment Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$210,000
-10.3%
6,0440.0%0.09%
+9.8%
Q1 2022$234,000
-6.8%
6,0440.0%0.08%0.0%
Q4 2021$251,000
-1.6%
6,044
+0.9%
0.08%
-6.8%
Q3 2021$255,000
-4.9%
5,992
+1.7%
0.09%
-1.1%
Q2 2021$268,000
+3.9%
5,8920.0%0.09%
-6.3%
Q1 2021$258,000
+4.0%
5,8920.0%0.10%
-3.1%
Q4 2020$248,000
+3.8%
5,892
-9.9%
0.10%
-13.3%
Q3 2020$239,000
-12.5%
6,537
-19.7%
0.11%
-16.3%
Q2 2020$273,000
+6.2%
8,145
-9.7%
0.14%
-17.7%
Q1 2020$257,000
-19.7%
9,020
+6.0%
0.16%
+7.2%
Q4 2019$320,000
+18.5%
8,513
+8.2%
0.15%
+14.2%
Q3 2019$270,000
-4.3%
7,8680.0%0.13%
-13.0%
Q2 2019$282,0007,8680.15%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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