WEALTHSOURCE PARTNERS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$17,499,198
-35.9%
521,275
-34.4%
1.20%
-33.6%
Q2 2023$27,311,324
+0.6%
794,396
-0.2%
1.80%
-2.1%
Q1 2023$27,160,986
+5468.0%
795,810
+5277.1%
1.84%
+5148.6%
Q4 2022$487,808
-16.3%
14,800
-21.2%
0.04%
-18.6%
Q3 2022$583,000
-25.4%
18,793
-16.5%
0.04%
-24.6%
Q2 2022$782,000
-61.8%
22,501
-57.5%
0.06%
-58.7%
Q1 2022$2,046,000
+11.4%
52,939
+19.6%
0.14%
-6.1%
Q4 2021$1,837,000
-4.8%
44,269
-2.4%
0.15%
-13.0%
Q3 2021$1,929,000
-7.9%
45,354
-1.5%
0.17%
-9.1%
Q2 2021$2,095,000
+0.1%
46,041
-3.7%
0.19%
-11.0%
Q1 2021$2,093,000
-0.4%
47,802
-4.1%
0.21%
-14.7%
Q4 2020$2,102,000
+5.4%
49,869
-8.6%
0.24%
-7.9%
Q3 2020$1,994,000
+8.9%
54,539
-0.3%
0.27%
+1.1%
Q2 2020$1,831,000
-78.7%
54,718
-81.9%
0.26%
-80.6%
Q1 2020$8,605,000
-59.1%
302,360
-46.0%
1.36%
-50.9%
Q4 2019$21,054,000
+444.9%
560,108
+396.9%
2.76%
+377.2%
Q3 2019$3,864,000
+3.7%
112,723
+8.3%
0.58%
-1.4%
Q2 2019$3,726,000
+24.5%
104,105
+24.4%
0.59%
-13.2%
Q1 2019$2,992,000
+21.3%
83,666
+9.7%
0.68%
-4.8%
Q4 2018$2,467,000
-36.0%
76,249
-31.1%
0.71%
-29.6%
Q3 2018$3,856,000
+4.6%
110,712
+6.1%
1.01%
-2.0%
Q2 2018$3,687,000
+36.9%
104,341
+52.3%
1.03%
+128.7%
Q1 2018$2,693,00068,5150.45%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2019
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