Capital Asset Advisory Services LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10,129,738
+13.0%
298,989
+17.9%
0.69%
+10.9%
Q2 2023$8,962,152
+9.1%
253,526
+5.4%
0.63%
+2.6%
Q1 2023$8,212,053
+16.4%
240,611
+11.9%
0.61%
+8.3%
Q4 2022$7,054,561
+169.0%
215,011
+154.5%
0.56%
+65.1%
Q3 2022$2,623,000
+597.6%
84,497
+681.1%
0.34%
+731.7%
Q2 2022$376,000
-48.6%
10,818
-42.9%
0.04%
-47.4%
Q1 2022$732,000
-2.5%
18,954
+4.7%
0.08%
-2.5%
Q4 2021$751,000
-14.0%
18,097
-11.8%
0.08%
-17.5%
Q3 2021$873,000
+7.8%
20,525
+15.4%
0.10%
+9.0%
Q2 2021$810,000
+21.4%
17,792
+16.8%
0.09%
-10.1%
Q1 2021$667,000
+11.7%
15,236
+7.7%
0.10%
-6.6%
Q4 2020$597,000
+15.5%
14,149
-0.1%
0.11%
-1.9%
Q3 2020$517,000
-1.1%
14,166
-1.7%
0.11%
-3.6%
Q2 2020$523,000
+23.6%
14,416
+3.7%
0.11%0.0%
Q1 2020$423,000
-13.5%
13,901
+4.7%
0.11%
-2.6%
Q4 2019$489,000–13,274–0.12%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders