Boston Standard Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$2,188,0000.0%65,1630.0%0.58%0.0%
Q3 2023$2,188,000
+0.5%
65,163
+2.9%
0.58%
+3.8%
Q2 2023$2,178,000
+3.2%
63,349
+2.5%
0.56%
-8.1%
Q1 2023$2,110,000
+2.9%
61,831
-0.6%
0.61%
-0.5%
Q4 2022$2,051,000
-99.9%
62,235
+5.6%
0.61%
-1.0%
Q3 2022$1,830,000,000
-30.8%
58,950
-22.9%
0.62%
-27.7%
Q2 2022$2,644,000,000
-34.6%
76,477
-26.9%
0.85%
-26.5%
Q1 2022$4,041,000,000
-43.2%
104,580
-39.1%
1.16%
-41.7%
Q4 2021$7,120,000,000
-26.5%
171,600
-24.7%
1.99%
-31.4%
Q3 2021$9,689,000,000
-9.7%
227,826
-3.4%
2.90%
-10.8%
Q2 2021$10,726,000,000
+6.2%
235,747
+1.7%
3.24%
-1.2%
Q1 2021$10,099,000,000
+3.3%
231,830
-0.1%
3.29%
-9.8%
Q4 2020$9,780,000,000
+13.4%
231,984
-1.7%
3.64%
+0.2%
Q3 2020$8,625,000,000
+8.6%
235,921
-0.6%
3.64%
+1.3%
Q2 2020$7,944,000,000
+25.3%
237,416
+2.6%
3.59%
+4.2%
Q1 2020$6,339,000,000
-26.7%
231,507
+0.6%
3.44%
-10.8%
Q4 2019$8,653,000,000
+9.8%
230,186
+0.2%
3.86%
+1.7%
Q3 2019$7,878,000,000
-2.5%
229,815
+2.9%
3.80%
-3.8%
Q2 2019$8,078,000,000
+4.6%
223,335
+4.9%
3.95%
-1.7%
Q1 2019$7,725,000,000
+15.0%
212,986
+2.6%
4.02%
+0.6%
Q4 2018$6,719,000,000
-0.1%
207,647
+6.4%
4.00%
+9.3%
Q3 2018$6,727,000,000
+4.2%
195,162
+18.8%
3.66%
-9.5%
Q1 2018$6,458,000,000
+0.7%
164,324
-2.3%
4.04%
-1.0%
Q4 2017$6,415,000,000168,1574.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders