Allen Capital Group, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Allen Capital Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10,559,520
+0.8%
315,681
+3.6%
1.87%
+4.4%
Q2 2023$10,477,639
+8.3%
304,760
+7.5%
1.79%
+2.0%
Q1 2023$9,673,950
+36.6%
283,444
+24.3%
1.76%
+8.2%
Q3 2022$7,080,000
-6.7%
228,088
+4.5%
1.62%
+5.5%
Q2 2022$7,591,000
-8.3%
218,322
+1.9%
1.54%
-1.6%
Q1 2022$8,277,000
-4.6%
214,214
+2.4%
1.56%
+45.2%
Q4 2021$8,679,000
+1.8%
209,177
+4.3%
1.08%
-37.1%
Q3 2021$8,528,000
-4.9%
200,508
+1.8%
1.71%
-4.7%
Q2 2021$8,965,000
+11.0%
197,035
+6.8%
1.80%
+1.3%
Q1 2021$8,079,000
+1.8%
184,529
-2.0%
1.77%
-7.3%
Q4 2020$7,940,000
+10.6%
188,335
+0.0%
1.91%
+6.3%
Q3 2020$7,180,000
+6.5%
188,313
-6.6%
1.80%
+0.8%
Q2 2020$6,743,000
+17.5%
201,520
-0.0%
1.79%
+1.2%
Q1 2020$5,737,000
-18.7%
201,567
+7.3%
1.77%
-5.3%
Q4 2019$7,058,000
+14.2%
187,776
+3.6%
1.86%
-2.4%
Q3 2019$6,178,000
+1009.2%
181,234
+1064.0%
1.91%
+961.1%
Q2 2019$557,000
+0.2%
15,570
+0.1%
0.18%
-2.2%
Q1 2019$556,000
+15.6%
15,552
+11.1%
0.18%
+8.2%
Q4 2018$481,000
+98.8%
13,992
+101.8%
0.17%
+112.5%
Q3 2018$242,0006,9350.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders