Patriot Financial Group Insurance Agency, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,783,440
-4.5%
53,126
-2.2%
0.37%
+4.8%
Q2 2023$1,867,075
+12.8%
54,307
+12.0%
0.35%
+4.8%
Q1 2023$1,655,510
+12.4%
48,506
+8.6%
0.34%
+69.7%
Q4 2022$1,472,719
+10.3%
44,682
+3.9%
0.20%
-39.1%
Q3 2022$1,335,000
+0.4%
43,024
+12.5%
0.32%
+20.4%
Q2 2022$1,330,000
-3.8%
38,241
+6.9%
0.27%
+9.8%
Q1 2022$1,383,000
+0.7%
35,779
+8.1%
0.25%
+7.9%
Q4 2021$1,373,000
-2.0%
33,104
+0.5%
0.23%
-8.1%
Q3 2021$1,401,000
-2.6%
32,943
+4.1%
0.25%
-5.7%
Q2 2021$1,439,000
+15.3%
31,634
+11.0%
0.26%
-8.0%
Q1 2021$1,248,000
+10.4%
28,509
+6.3%
0.29%
+1.1%
Q4 2020$1,130,000
+41.2%
26,811
+22.5%
0.28%
+8.8%
Q3 2020$800,000
+20.3%
21,891
+10.2%
0.26%
+2.4%
Q2 2020$665,000
+18.1%
19,867
+0.4%
0.25%
-1.2%
Q1 2020$563,000
-16.3%
19,789
+10.5%
0.26%
+2.0%
Q4 2019$673,000
+106.4%
17,909
+88.6%
0.25%
+71.4%
Q3 2019$326,000
+33.1%
9,498
+40.2%
0.15%
+38.7%
Q2 2019$245,000
+105.9%
6,774
+103.5%
0.11%
+73.8%
Q1 2019$119,000
+95.1%
3,328
+75.3%
0.06%
+52.5%
Q4 2018$61,000
+84.8%
1,899
+102.7%
0.04%
+100.0%
Q3 2018$33,0009370.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
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