Van Hulzen Asset 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
Van Hulzen Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2019$319,000
-31.2%
8,480
-37.3%
0.06%
-36.7%
Q3 2019$464,000
+35.3%
13,526
+41.0%
0.10%
+30.7%
Q2 2019$343,000
+22.9%
9,590
+22.9%
0.08%0.0%
Q1 2019$279,000
-44.4%
7,806
-49.7%
0.08%
-48.3%
Q4 2018$502,00015,5160.14%
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