Edmonds Duncan Registered Investment Advisors, 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 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Edmonds Duncan Registered Investment Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,623,538
+0.7%
167,517
+3.1%
1.58%
-6.0%
Q2 2023$5,586,949
+3.8%
162,506
+3.1%
1.68%
+0.8%
Q1 2023$5,382,096
+1.5%
157,694
-1.9%
1.67%
-3.6%
Q4 2022$5,300,330
+1.6%
160,811
-4.4%
1.73%
-6.3%
Q3 2022$5,219,000
-9.1%
168,142
+1.8%
1.85%
-6.3%
Q2 2022$5,741,000
-9.0%
165,116
+1.1%
1.97%
+6.9%
Q1 2022$6,308,000
-5.6%
163,245
+2.8%
1.84%
+4.8%
Q4 2021$6,679,000
+8.4%
158,755
+9.5%
1.76%
-6.2%
Q3 2021$6,164,000
-1.7%
144,936
+5.1%
1.88%
-3.9%
Q2 2021$6,273,000
+10.5%
137,869
+6.3%
1.95%
+3.7%
Q1 2021$5,677,000
-5.4%
129,675
+1.0%
1.88%
-6.0%
Q4 2020$6,001,000
-64.5%
128,344
-72.3%
2.00%
-43.2%
Q3 2020$16,918,000
+8.5%
462,748
-0.7%
3.53%
+4.1%
Q2 2020$15,594,000
+19.6%
466,034
+1.7%
3.39%
+2.2%
Q1 2020$13,038,000–458,094–3.31%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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