BerganKDV Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$11,667,566
+4.8%
339,371
+4.0%
1.17%
+1.7%
Q1 2023$11,133,265
+11.7%
326,202
+7.9%
1.15%
+6.2%
Q4 2022$9,965,536
+14.0%
302,352
+7.3%
1.08%
+3.3%
Q3 2022$8,745,000
-9.4%
281,727
+1.5%
1.05%
-5.3%
Q2 2022$9,651,000
-7.1%
277,556
+3.2%
1.10%
-0.5%
Q1 2022$10,389,000
+4.6%
268,857
+12.3%
1.11%
+7.1%
Q4 2021$9,930,000
+10.1%
239,334
+12.9%
1.04%
+1.5%
Q3 2021$9,020,000
+3.4%
212,081
+10.6%
1.02%
-1.3%
Q2 2021$8,725,000
+8.4%
191,767
+4.3%
1.04%
+0.1%
Q1 2021$8,046,000
+3.1%
183,791
-0.7%
1.03%
-5.8%
Q4 2020$7,805,000
+18.9%
185,119
+3.1%
1.10%
+5.7%
Q3 2020$6,565,000
+18.8%
179,580
+8.7%
1.04%
+9.7%
Q2 2020$5,528,000
+26.6%
165,216
+7.6%
0.95%
+5.8%
Q1 2020$4,368,000153,4770.90%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders