Fort Point Capital Partners LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,880,438
+94.0%
145,381
+98.7%
0.74%
+109.3%
Q2 2023$2,516,066
+252.2%
73,184
+249.7%
0.36%
+228.7%
Q1 2023$714,307
+3.5%
20,9290.0%0.11%0.0%
Q4 2022$689,820
-20.7%
20,929
-25.4%
0.11%
-25.5%
Q3 2022$870,000
+5.5%
28,041
+18.1%
0.14%
+7.4%
Q2 2022$825,000
+8.0%
23,738
+20.0%
0.14%
+26.2%
Q1 2022$764,000
+175.8%
19,778
+195.7%
0.11%
+189.2%
Q4 2021$277,000
-1.8%
6,688
+1.0%
0.04%
-11.9%
Q3 2021$282,000
-2.8%
6,619
+3.9%
0.04%
-20.8%
Q2 2021$290,000
+5.8%
6,368
+1.8%
0.05%
-10.2%
Q1 2021$274,000
+6.6%
6,257
+2.5%
0.06%0.0%
Q4 2020$257,000
+10.8%
6,105
-3.6%
0.06%0.0%
Q3 2020$232,000
-0.9%
6,335
-9.5%
0.06%
-19.2%
Q2 2020$234,000
-56.0%
7,000
-62.6%
0.07%
-68.0%
Q1 2020$532,000
+49.9%
18,694
+97.8%
0.23%
+79.5%
Q4 2019$355,000
+6.9%
9,452
-2.5%
0.13%
+1.6%
Q3 2019$332,000
-4.3%
9,6950.0%0.12%
-8.8%
Q2 2019$347,0000.0%9,6950.0%0.14%
-9.9%
Q1 2019$347,000
-2.0%
9,695
-11.3%
0.15%
+6.3%
Q4 2018$354,00010,9260.14%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders