Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,887,630
+62.9%
56,230
+66.8%
0.09%
+48.3%
Q2 2023$1,158,919
+0.3%
33,709
-0.5%
0.06%
-11.8%
Q1 2023$1,155,704
+6.3%
33,862
+2.6%
0.07%
-8.1%
Q4 2022$1,087,440
+13.3%
32,993
+6.6%
0.07%
+1.4%
Q3 2022$960,000
-6.8%
30,943
+4.4%
0.07%
-7.6%
Q2 2022$1,030,000
-5.1%
29,634
+5.5%
0.08%
+3.9%
Q1 2022$1,085,000
-14.8%
28,076
-8.5%
0.08%
-16.5%
Q4 2021$1,273,000
+1.6%
30,678
+4.1%
0.09%
-3.2%
Q3 2021$1,253,000
-23.5%
29,460
-18.2%
0.09%
-27.7%
Q2 2021$1,638,000
+8.6%
36,008
+4.5%
0.13%
-7.1%
Q1 2021$1,508,000
+25.8%
34,443
+21.1%
0.14%
+25.0%
Q4 2020$1,199,000
+15.2%
28,450
-0.1%
0.11%
-5.1%
Q3 2020$1,041,000
+1.2%
28,468
-7.4%
0.12%
-15.1%
Q2 2020$1,029,000
+8.8%
30,741
-7.5%
0.14%
-19.7%
Q1 2020$946,000
-27.5%
33,226
-4.3%
0.17%
-2.8%
Q4 2019$1,305,000
+51.9%
34,719
+38.5%
0.18%
+33.8%
Q3 2019$859,000
+46.8%
25,060
+53.2%
0.13%
+41.5%
Q2 2019$585,000
-12.8%
16,356
-12.8%
0.09%
-26.0%
Q1 2019$671,000
+2.8%
18,752
-0.4%
0.13%
-8.6%
Q4 2018$653,000
+20.7%
18,820
+21.1%
0.14%
+24.1%
Q3 2018$541,000
+3.4%
15,542
+5.1%
0.11%
-5.9%
Q2 2018$523,00014,7900.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders