Cornerstone Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,902,280
-38.8%
56,664
-37.3%
0.18%
-35.3%
Q2 2023$3,108,247
+13.9%
90,408
+13.1%
0.28%
+3.7%
Q1 2023$2,728,821
+6.3%
79,954
-3.3%
0.27%
-6.3%
Q3 2022$2,568,000
-18.2%
82,725
-8.3%
0.29%
-17.8%
Q2 2022$3,138,000
-5.0%
90,254
+5.6%
0.35%
+8.4%
Q1 2022$3,304,000
-16.8%
85,507
-10.9%
0.32%
-15.3%
Q4 2021$3,971,000
+3.6%
95,961
+6.5%
0.38%
-7.1%
Q3 2021$3,832,000
+22.3%
90,102
+30.8%
0.41%
+23.6%
Q2 2021$3,134,000
+10.3%
68,875
+6.1%
0.33%
-1.8%
Q1 2021$2,842,000
+5.5%
64,920
+1.6%
0.34%
-0.6%
Q4 2020$2,695,000
+17.4%
63,922
+1.8%
0.34%
-0.6%
Q3 2020$2,296,000
+22.5%
62,810
+12.1%
0.34%
+12.2%
Q2 2020$1,875,000
+28.9%
56,050
+9.6%
0.30%
+7.8%
Q1 2020$1,455,000
+564.4%
51,136
+569.1%
0.28%
+13950.0%
Q2 2018$219,0007,6430.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders