Sowell Financial Services LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$1,303,000
-7.5%
34,582
-11.2%
0.06%
-6.1%
Q1 2024$1,409,000
-25.2%
38,935
-26.8%
0.07%
-35.3%
Q4 2023$1,883,000
+52.2%
53,184
+44.3%
0.10%
+30.8%
Q3 2023$1,237,000
-3.7%
36,850
-1.3%
0.08%
+8.3%
Q2 2023$1,284,000
+416783.1%
37,342
+313.6%
0.07%
+200.0%
Q1 2023$308
-63.9%
9,029
-65.2%
0.02%
-56.4%
Q4 2022$854
-99.9%
25,909
+25.4%
0.06%
-15.4%
Q3 2022$641,000
-72.7%
20,665
-63.5%
0.06%
-51.9%
Q4 2021$2,350,000
-1.8%
56,647
+0.6%
0.14%
-16.7%
Q3 2021$2,394,000
+3.9%
56,301
+11.2%
0.16%
+5.9%
Q2 2021$2,305,000
-16.0%
50,652
-17.7%
0.15%
+61.1%
Q1 2021$2,743,000
+3.5%
61,582
-2.0%
0.10%
-15.9%
Q4 2020$2,649,000
+0.2%
62,831
-13.1%
0.11%
-14.4%
Q3 2020$2,644,000
+213.3%
72,316
+186.7%
0.13%
+187.0%
Q2 2020$844,000
-56.5%
25,224
-63.0%
0.05%
-67.8%
Q1 2020$1,939,000
+127.0%
68,143
+200.1%
0.14%
+120.0%
Q4 2019$854,000
+6.2%
22,709
-3.1%
0.06%
-1.5%
Q3 2019$804,000
+75.2%
23,443
+82.5%
0.07%
+29.4%
Q1 2019$459,000
+20.2%
12,843
+8.7%
0.05%
-5.6%
Q4 2018$382,00011,8110.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders