GeoWealth Management, 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
GeoWealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,667
+33.7%
198,629
+36.9%
0.76%
+40.3%
Q2 2023$4,986
+53.7%
145,054
+52.7%
0.54%
+42.2%
Q1 2023$3,243
+12.0%
95,016
+8.1%
0.38%
+23.9%
Q4 2022$2,896
-99.9%
87,876
+25.4%
0.31%
+29.1%
Q3 2022$2,174,000
+21.9%
70,049
+36.7%
0.24%
-0.8%
Q2 2022$1,784,000
-38.1%
51,227
-31.3%
0.24%
-5.5%
Q1 2022$2,882,000
+18.5%
74,559
+27.2%
0.25%
+27.8%
Q4 2021$2,433,000
-4.6%
58,626
-2.2%
0.20%
-5.7%
Q3 2021$2,551,000
-64.7%
59,945
-62.3%
0.21%
-77.0%
Q2 2021$7,223,000
+37.6%
158,836
+32.5%
0.91%
+11.6%
Q1 2021$5,248,000
+10.3%
119,833
+6.4%
0.82%
+7.2%
Q4 2020$4,756,000
+4.0%
112,581
-10.1%
0.76%
-44.8%
Q3 2020$4,572,000
+507.2%
125,249
+456.8%
1.38%
+344.4%
Q2 2020$753,000
-72.6%
22,493
-76.7%
0.31%
-84.0%
Q1 2020$2,751,000
+1055.9%
96,636
+1292.0%
1.94%
+3500.0%
Q3 2019$238,0006,9420.05%
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