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 555 filers reported holding SPDR INDEX SHS FDS in Q3 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 Q3 2022
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 953,772$32,790,68118.35%
McNamara Financial Services, Inc. 1,382,973$47,823,21411.48%
CAPITAL WEALTH MANAGEMENT, LLC 378,439$13,010,7337.08%
Sterneck Capital Management, LLC 320,576$11,021,4086.75%
Brown Financial Advisory 236,390$8,127,0896.63%
Financial Strategies Group, Inc. 532,700$18,314,2405.86%
Horizon Investments, LLC 5,679,331$195,255,4005.62%
Single Point Partners, LLC 117,618$4,0445.58%
Brooklyn FI, LLC 254,760$8,758,6364.78%
Better Money Decisions, LLC 158,878$5,462,2384.45%
View complete list of SPDR INDEX SHS FDS shareholders