Wealthcare Advisory Partners 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 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%.

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Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$7,784,857
+1.3%
231,899
+3.8%
0.36%
+4.1%
Q2 2023$7,683,942
-4.2%
223,500
-4.9%
0.34%
-0.3%
Q1 2023$8,022,438
+26.7%
235,055
+22.3%
0.34%
+13.9%
Q4 2022$6,333,322
+21.4%
192,152
+14.3%
0.30%
+1.7%
Q3 2022$5,219,000
+21.3%
168,151
+35.9%
0.30%
+14.6%
Q2 2022$4,304,000
+62.1%
123,771
+80.1%
0.26%
+61.5%
Q1 2022$2,655,000
+5.5%
68,719
+13.3%
0.16%
+6.6%
Q4 2021$2,517,000
+1.7%
60,662
+4.3%
0.15%
-6.8%
Q3 2021$2,475,000
+3.7%
58,187
+10.9%
0.16%
+1.2%
Q2 2021$2,387,000
+23.0%
52,468
+18.4%
0.16%
+13.5%
Q1 2021$1,940,000
+19.8%
44,315
+15.4%
0.14%
-2.1%
Q4 2020$1,620,000
+47.8%
38,417
+28.2%
0.14%
+20.0%
Q3 2020$1,096,000
+74.5%
29,965
+59.7%
0.12%
+53.8%
Q2 2020$628,000
+34.5%
18,765
+14.4%
0.08%
+14.7%
Q1 2020$467,000
+9240.0%
16,406
+24026.5%
0.07%
+3300.0%
Q2 2017$5,000–68–0.00%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders