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 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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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 Q4 2022
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