Capital Planning Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 338 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$289,381
-68.6%
7,682
-63.5%
0.05%
-75.7%
Q1 2021$921,000
+5.6%
21,029
+1.6%
0.21%
-3.7%
Q4 2020$872,000
+35.2%
20,691
+17.2%
0.21%
+20.9%
Q3 2020$645,000
+14.6%
17,653
+5.0%
0.18%
+5.4%
Q2 2020$563,000
-74.5%
16,818
-78.3%
0.17%
-79.6%
Q1 2020$2,211,000
-45.2%
77,672
-27.6%
0.82%
-21.8%
Q4 2019$4,032,000
+1020.0%
107,260
+920.0%
1.06%
+904.8%
Q3 2019$360,00010,5160.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,469,729$53,733,00018.18%
HighMark Wealth Management LLC 260,294$9,516,0008.57%
Advisory Alpha, LLC 879,859$32,836,0007.05%
Financial Strategies Group, Inc. 262,102$9,582,0006.45%
Global Strategic Investment Solutions, LLC 668,174$24,428,0006.20%
Blueprint Investment Partners LLC 181,457$7,650,0006.04%
HARVEST GROUP WEALTH MANAGEMENT, LLC 191,885$7,015,0004.86%
ERn Financial, LLC 279,339$10,213,0004.78%
Sterneck Capital Management, LLC 148,389$5,425,0004.58%
CAPITAL WEALTH MANAGEMENT, LLC 123,809$4,526,0004.56%
View complete list of SPDR INDEX SHS FDS shareholders