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 569 filers reported holding SPDR INDEX SHS FDS in Q2 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 Q2 2022
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