RFG Advisory, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 578 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$4,935,668
-3.3%
131,024
-7.1%
0.16%
-7.5%
Q1 2024$5,102,942
+22.6%
141,004
+20.0%
0.17%
+7.4%
Q4 2023$4,162,518
-1.0%
117,552
-6.1%
0.16%
-13.8%
Q3 2023$4,202,727
-2.5%
125,193
-0.2%
0.19%
-2.1%
Q2 2023$4,311,651
+0.3%
125,412
-0.4%
0.19%
-8.6%
Q1 2023$4,299,381
+20.0%
125,971
+23.5%
0.21%
+16.0%
Q4 2022$3,584,067
+39.5%
101,994
+27.3%
0.18%
+24.0%
Q3 2022$2,569,000
-8.2%
80,117
-0.9%
0.15%
-9.9%
Q2 2022$2,798,000
+5.0%
80,846
+17.3%
0.16%
-4.7%
Q1 2022$2,664,000
-5.8%
68,949
+1.1%
0.17%
-12.4%
Q4 2021$2,829,000
+5.4%
68,179
+8.0%
0.19%
-12.2%
Q3 2021$2,685,000
-6.3%
63,123
+0.3%
0.22%
-13.3%
Q2 2021$2,865,000
+10.8%
62,959
+6.6%
0.26%
-9.6%
Q1 2021$2,586,000
+4.5%
59,069
+5.3%
0.28%
-13.0%
Q4 2020$2,475,000
+14.3%
56,079
-5.3%
0.32%
+6.6%
Q3 2020$2,165,000
+15.0%
59,213
+5.2%
0.30%
+3.8%
Q2 2020$1,883,000
+63.5%
56,274
+39.0%
0.29%
+35.6%
Q1 2020$1,152,000
-11.9%
40,494
+16.4%
0.22%
-3.1%
Q4 2019$1,308,000
+28.5%
34,790
+17.1%
0.22%
+9.9%
Q3 2019$1,018,000
+1.2%
29,700
+6.0%
0.20%
-11.7%
Q2 2019$1,006,000
+17.8%
28,024
+16.8%
0.23%
+5.5%
Q1 2019$854,000
-8.7%
23,984
-17.0%
0.22%
-5.2%
Q4 2018$935,000
-13.9%
28,906
-7.3%
0.23%
-19.3%
Q3 2018$1,086,000
-71.9%
31,174
-71.5%
0.28%
-75.5%
Q2 2018$3,860,000
+4.9%
109,234
+16.6%
1.16%
-14.9%
Q1 2018$3,681,000
+276.4%
93,653
+265.3%
1.37%
+199.8%
Q4 2017$978,00025,6390.46%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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