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 599 filers reported holding SPDR INDEX SHS FDS in Q4 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 Q4 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders