Winch Advisory Services, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 121 filers reported holding SPDR INDEX SHS FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,873
-0.7%
85,580
+1.7%
1.05%
+1.4%
Q2 2023$2,894
+2.2%
84,177
+1.4%
1.04%
-5.5%
Q1 2023$2,833
+18.0%
83,003
+14.0%
1.10%
+7.3%
Q4 2022$2,401
-99.9%
72,839
-8.4%
1.02%
-3.4%
Q3 2022$2,467,000
-8.7%
79,482
+2.2%
1.06%
-3.9%
Q2 2022$2,703,000
-7.6%
77,739
+2.7%
1.10%
+8.5%
Q1 2022$2,924,000
-7.2%
75,683
-0.4%
1.02%
-2.4%
Q4 2021$3,152,000
+0.3%
75,970
+2.8%
1.04%
-4.9%
Q3 2021$3,143,000
-4.3%
73,908
+2.4%
1.10%
-7.2%
Q2 2021$3,284,000
+7.3%
72,169
+3.2%
1.18%
-3.7%
Q1 2021$3,061,000
+4.2%
69,918
+0.3%
1.23%
+0.5%
Q4 2020$2,939,000
+10034.5%
69,712
+8668.8%
1.22%
+10075.0%
Q3 2020$29,000
-14.7%
795
-22.8%
0.01%
-25.0%
Q2 2020$34,000
-8.1%
1,030
-20.0%
0.02%
-11.1%
Q1 2020$37,000
-99.6%
1,288
-99.5%
0.02%
-99.6%
Q4 2019$8,998,000
+5.2%
239,383
-4.1%
4.27%
-4.2%
Q3 2019$8,555,000
-3.5%
249,564
+0.8%
4.46%
-3.5%
Q2 2019$8,863,000
+1.7%
247,646
+1.6%
4.62%
-4.2%
Q1 2019$8,719,000
+106.6%
243,810
+86.9%
4.82%
+105.3%
Q4 2018$4,221,000
-10.9%
130,450
-4.1%
2.35%
-1.4%
Q3 2018$4,740,000
-2.3%
136,098
-0.8%
2.38%
-8.9%
Q2 2018$4,850,000
-39.9%
137,233
-33.2%
2.61%
-44.7%
Q1 2018$8,073,000
+3306.3%
205,427
+3200.6%
4.73%
+3230.3%
Q4 2017$237,0006,2240.14%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2017
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