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 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
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 Q4 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders