NewEdge Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,398,624
-3.6%
369,337
-1.3%
0.14%
-6.2%
Q2 2023$12,860,285
+2.3%
374,062
+1.4%
0.14%
-7.6%
Q1 2023$12,567,111
+442.8%
368,753
+241.7%
0.16%
+153.2%
Q4 2022$2,315,424
-22.0%
107,924
+12.9%
0.06%
+26.5%
Q3 2022$2,968,000
-9.9%
95,633
+0.9%
0.05%
-10.9%
Q2 2022$3,294,000
-71.8%
94,752
-68.7%
0.06%
-70.7%
Q1 2022$11,682,000
+180.3%
302,344
+201.0%
0.19%
+198.4%
Q4 2021$4,168,000
+162.3%
100,446
+168.9%
0.06%
+61.5%
Q3 2021$1,589,000
+0.6%
37,351
+7.5%
0.04%
-7.1%
Q2 2021$1,580,000
-76.4%
34,736
-77.3%
0.04%
-79.0%
Q1 2021$6,709,000
+48.8%
153,233
+43.3%
0.20%
+35.1%
Q4 2020$4,508,000
+609.9%
106,924
+515.1%
0.15%
+572.7%
Q3 2020$635,000
-17.5%
17,382
-24.5%
0.02%
-26.7%
Q2 2020$770,000
+73.0%
23,025
+47.1%
0.03%
+42.9%
Q1 2020$445,000
-91.7%
15,653
-89.0%
0.02%
-90.1%
Q4 2019$5,349,000
+14.1%
142,299
+4.0%
0.21%
+2.4%
Q3 2019$4,689,000
+1291.4%
136,773
+1352.6%
0.21%
+890.5%
Q2 2019$337,000
-0.9%
9,416
-0.9%
0.02%
-4.5%
Q1 2019$340,000
+10.7%
9,5010.0%0.02%
+10.0%
Q4 2018$307,000
-7.3%
9,5010.0%0.02%
-20.0%
Q3 2018$331,000
+0.6%
9,501
+0.9%
0.02%
-16.7%
Q2 2018$329,000
-9.6%
9,4160.0%0.03%
-28.6%
Q1 2018$364,0009,4160.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 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