Vivaldi Capital Management LP - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$716,793
+17.7%
21,352
+20.5%
0.23%
+24.5%
Q2 2023$608,970
-52.8%
17,713
-53.1%
0.19%
-51.8%
Q1 2023$1,289,507
-31.6%
37,782
-30.3%
0.39%
-16.7%
Q4 2022$1,885,357
-21.3%
54,192
-28.7%
0.47%
-27.7%
Q3 2022$2,396,000
-9.7%
76,027
-0.3%
0.65%
-6.4%
Q2 2022$2,652,000
-14.9%
76,276
-15.2%
0.69%
-14.8%
Q1 2022$3,115,000
-52.7%
89,911
-43.4%
0.81%
-46.9%
Q4 2021$6,589,000
-2.5%
158,798
-0.1%
1.53%
+4.3%
Q3 2021$6,759,000
-0.5%
158,913
+1.0%
1.46%
+7.4%
Q2 2021$6,791,000
-1.5%
157,349
-0.4%
1.36%0.0%
Q1 2021$6,891,000
+7.2%
157,983
+3.6%
1.36%
-0.9%
Q4 2020$6,429,000
+12.3%
152,492
+6.2%
1.38%
+8.2%
Q3 2020$5,725,000
+8.9%
143,640
+0.2%
1.27%
+16.1%
Q2 2020$5,258,000
+40.3%
143,338
+8.9%
1.10%
+29.6%
Q1 2020$3,747,000
+6.4%
131,657
+40.6%
0.84%
-0.7%
Q4 2019$3,521,000
+9.2%
93,657
-0.5%
0.85%
+11.4%
Q3 2019$3,225,000
+0.9%
94,092
+5.4%
0.76%
-8.5%
Q2 2019$3,196,000
+37.2%
89,286
+37.1%
0.84%
+28.9%
Q1 2019$2,330,000
+66.8%
65,146
+50.9%
0.65%
+7.6%
Q4 2018$1,397,000
-51.8%
43,184
-48.1%
0.60%
-21.6%
Q3 2018$2,898,000
+178.4%
83,224
+182.4%
0.77%
-10.2%
Q2 2018$1,041,000
+27.0%
29,470
+41.2%
0.86%
+39.5%
Q1 2018$820,000
+79.0%
20,873
+73.9%
0.61%
+59.6%
Q4 2017$458,00012,0040.38%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders