Capital Analysts, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,172
-1.0%
124,285
+1.4%
0.23%
-0.9%
Q2 2023$4,213
+1.9%
122,529
+1.1%
0.23%
-1.3%
Q1 2023$4,136
-87.4%
121,198
-87.8%
0.24%
-88.2%
Q4 2022$32,787
-97.9%
994,764
+1847.2%
2.00%
+1735.8%
Q3 2022$1,586,000
-7.0%
51,088
+4.1%
0.11%
-8.4%
Q2 2022$1,706,000
-13.8%
49,065
-4.2%
0.12%
-4.8%
Q1 2022$1,978,000
-17.7%
51,197
-11.6%
0.12%
-14.4%
Q4 2021$2,402,000
+23.9%
57,886
+27.0%
0.15%
+15.0%
Q3 2021$1,939,000
+13.6%
45,582
+21.5%
0.13%
+10.4%
Q2 2021$1,707,000
-22.5%
37,514
-25.5%
0.12%
-24.3%
Q1 2021$2,204,000
+90.8%
50,353
+83.9%
0.15%
+50.5%
Q4 2020$1,155,000
+18.2%
27,386
+2.4%
0.10%
+8.6%
Q3 2020$977,000
+12.3%
26,734
+2.8%
0.09%
+2.2%
Q2 2020$870,000
-7.3%
26,013
-21.2%
0.09%
-20.9%
Q1 2020$939,000
-41.6%
33,006
-22.9%
0.12%
-27.7%
Q4 2019$1,609,000
+56.8%
42,815
+43.0%
0.16%
+47.2%
Q3 2019$1,026,000
+16.9%
29,931
+22.0%
0.11%
+12.5%
Q2 2019$878,000
+74.6%
24,529
+74.1%
0.10%
+65.5%
Q1 2019$503,000
-48.9%
14,090
-53.7%
0.06%
-55.0%
Q4 2018$984,000
-98.2%
30,401
+2940.1%
0.13%
+1072.7%
Q1 2016$54,720,000
+5.1%
1,0000.0%0.01%0.0%
Q4 2015$52,080,000
-30.8%
1,000
-30.3%
0.01%
-21.4%
Q3 2015$75,222,000
+168.4%
1,435
+229.9%
0.01%
+133.3%
Q2 2015$28,031,000
+0.3%
4350.0%0.01%0.0%
Q1 2015$27,935,000
+122.3%
435
+117.5%
0.01%
+100.0%
Q4 2014$12,568,0002000.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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