WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 700 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$45,102,549
+7.2%
1,197,307
+3.0%
0.11%
-1.8%
Q1 2024$42,061,311
+9.5%
1,162,236
+7.2%
0.11%
-2.7%
Q4 2023$38,396,118
+18.3%
1,084,330
+12.1%
0.11%
+4.7%
Q3 2023$32,465,349
+63.6%
967,094
+67.6%
0.11%
-50.0%
Q2 2023$19,841,772
+62.9%
577,131
+61.7%
0.21%
+50.7%
Q1 2023$12,179,392
+15.5%
356,853
+20.3%
0.14%
+4.4%
Q4 2022$10,545,543
+5.3%
296,723
-6.6%
0.14%
-4.9%
Q3 2022$10,015,000
+1.9%
317,742
+11.9%
0.14%
+4.4%
Q2 2022$9,824,000
-2.1%
283,831
+13.2%
0.14%
+1.5%
Q1 2022$10,035,000
-16.1%
250,696
-12.7%
0.14%
-21.5%
Q4 2021$11,959,000
+2.8%
287,122
+8.4%
0.17%
+0.6%
Q3 2021$11,632,000
+120.4%
264,785
+124.0%
0.17%
+101.2%
Q2 2021$5,278,000
+190.5%
118,208
+189.0%
0.08%
+157.6%
Q1 2021$1,817,000
-4.7%
40,906
-5.5%
0.03%
-23.3%
Q4 2020$1,907,000
+46.7%
43,301
+27.3%
0.04%
+26.5%
Q3 2020$1,300,000
+39.6%
34,016
+32.7%
0.03%
+25.9%
Q2 2020$931,000
+260.9%
25,637
+201.7%
0.03%
+200.0%
Q1 2020$258,000
-95.4%
8,497
-94.3%
0.01%
-95.5%
Q4 2019$5,609,000
+31.6%
149,207
+22.2%
0.20%
+15.1%
Q3 2019$4,261,000
+156.5%
122,128
+163.2%
0.17%
+135.6%
Q2 2019$1,661,000
+165.8%
46,402
+173.0%
0.07%
+108.6%
Q1 2019$625,000
+55.5%
16,995
+45.5%
0.04%
+40.0%
Q4 2018$402,000
+78.7%
11,679
+65.6%
0.02%
+78.6%
Q3 2018$225,0007,0520.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
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