SIMON QUICK ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,267,555
-3.0%
127,124
-0.7%
0.40%
-1.0%
Q2 2023$4,400,368
-11.8%
127,992
-12.5%
0.41%
-25.0%
Q1 2023$4,989,720
+4.2%
146,197
+0.6%
0.54%
-4.8%
Q4 2022$4,789,828
-4.5%
145,322
-10.1%
0.57%
-19.9%
Q3 2022$5,018,000
-11.0%
161,675
-0.7%
0.71%
-3.9%
Q2 2022$5,636,000
+724.0%
162,842
+819.3%
0.74%
+280.4%
Q1 2022$684,00017,7140.19%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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