Fusion Family Wealth 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
Fusion Family Wealth LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$375,000
+22.1%
8,814
-0.2%
0.06%
+27.3%
Q2 2022$307,000
-10.0%
8,8350.0%0.04%
-4.3%
Q1 2022$341,000
-2.3%
8,835
+5.2%
0.05%
-11.5%
Q4 2021$349,000
-6.9%
8,401
-4.7%
0.05%
-7.1%
Q3 2021$375,000
-3.6%
8,814
+3.2%
0.06%
-3.4%
Q2 2021$389,000
+1591.3%
8,539
+1493.1%
0.06%
+1350.0%
Q1 2021$23,0000.0%5360.0%0.00%0.0%
Q4 2020$23,000
+15.0%
5360.0%0.00%0.0%
Q3 2020$20,000
+33.3%
536
+18.8%
0.00%0.0%
Q2 2020$15,000
+50.0%
451
+24.2%
0.00%
+33.3%
Q1 2020$10,000
-16.7%
363
+11.0%
0.00%0.0%
Q4 2019$12,000
+9.1%
3270.0%0.00%0.0%
Q3 2019$11,000
+37.5%
327
+48.0%
0.00%
+50.0%
Q2 2019$8,000
+14.3%
221
+12.2%
0.00%0.0%
Q1 2019$7,000
-98.5%
197
-98.6%
0.00%
-98.5%
Q4 2018$453,000
+11225.0%
13,987
+11364.8%
0.13%
+13200.0%
Q3 2018$4,0000.0%122
-2.4%
0.00%0.0%
Q2 2018$4,0001250.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 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