FLAGSHIP HARBOR ADVISORS, LLC - 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,976,819
+14.0%
118,462
+16.8%
0.33%
+14.9%
Q2 2023$3,488,020
+38.1%
101,455
+37.1%
0.29%
+21.0%
Q1 2023$2,525,152
+72.2%
73,986
+66.3%
0.24%
+58.7%
Q4 2022$1,466,548
+18.0%
44,495
+11.1%
0.15%
+4.2%
Q3 2022$1,243,000
-20.1%
40,055
-10.5%
0.14%
-17.7%
Q2 2022$1,556,000
-50.8%
44,749
-45.4%
0.18%
-42.6%
Q1 2022$3,164,000
+185.3%
81,883
+206.4%
0.30%
+190.5%
Q4 2021$1,109,000
-16.9%
26,720
-8.9%
0.10%
-26.6%
Q3 2021$1,335,0000.0%29,3380.0%0.14%0.0%
Q2 2021$1,335,000
+123.2%
29,338
+114.9%
0.14%
+110.3%
Q1 2021$598,000
-7.4%
13,655
-10.9%
0.07%
-15.0%
Q4 2020$646,000
+101.2%
15,319
+74.0%
0.08%
+86.0%
Q3 2020$321,000
+21.1%
8,805
+11.1%
0.04%
+10.3%
Q2 2020$265,000
+28.6%
7,923
+9.7%
0.04%
-4.9%
Q1 2020$206,000
+164.1%
7,224
+246.5%
0.04%
+192.9%
Q4 2019$78,0002,0850.01%
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