Tortoise Investment Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$7,399,600
+5.7%
220,423
+8.2%
1.10%
+6.0%
Q2 2023$7,002,175
+1.9%
203,670
+1.2%
1.04%
-5.0%
Q1 2023$6,869,823
+11.0%
201,284
+7.2%
1.10%
+1.0%
Q4 2022$6,187,152
+12.9%
187,717
+6.3%
1.08%
+1.8%
Q3 2022$5,479,000
+1.2%
176,530
+13.4%
1.06%
+0.3%
Q2 2022$5,415,000
+8.6%
155,734
+20.7%
1.06%
+15.1%
Q1 2022$4,984,000
-0.7%
128,982
+6.6%
0.92%
-1.8%
Q4 2021$5,020,000
-6.9%
120,989
-4.5%
0.94%
-13.7%
Q3 2021$5,390,000
+5.6%
126,745
+13.0%
1.09%
+3.4%
Q2 2021$5,102,000
+7.9%
112,135
+3.8%
1.05%
+1.3%
Q1 2021$4,730,000
+11.3%
108,048
+7.2%
1.04%
+7.2%
Q4 2020$4,250,000
+23.2%
100,795
+6.8%
0.97%
+15.2%
Q3 2020$3,449,000
+8.2%
94,336
-1.0%
0.84%
+2.1%
Q2 2020$3,189,000
+95.6%
95,297
+66.4%
0.82%
+74.2%
Q1 2020$1,630,000
-2.5%
57,273
+28.9%
0.47%
+20.1%
Q4 2019$1,671,000
+41.0%
44,442
+28.6%
0.39%
+28.8%
Q3 2019$1,185,000
+47.0%
34,562
+53.5%
0.31%
+50.0%
Q2 2019$806,000
+6.8%
22,517
+6.7%
0.20%
+3.0%
Q1 2019$755,000
+33.6%
21,102
+20.8%
0.20%
+29.4%
Q4 2018$565,000
+2725.0%
17,462
+2963.5%
0.15%
+2960.0%
Q3 2018$20,0005700.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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