TFO Wealth Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4130.0%120.0%0.00%
Q2 2023$413
+10.1%
12
+9.1%
0.00%
Q1 2023$375
-100.0%
11
-99.9%
0.00%
-100.0%
Q4 2022$6,875,709
+687470.9%
17,979
+59830.0%
1.59%
Q3 2022$1,0000.0%30
-6.2%
0.00%
Q2 2022$1,000
-97.5%
32
-96.9%
0.00%
-100.0%
Q1 2022$40,000
+900.0%
1,028
+959.8%
0.01%
+700.0%
Q4 2021$4,0000.0%97
+14.1%
0.00%0.0%
Q3 2021$4,000
+100.0%
85
+84.8%
0.00%
Q2 2021$2,000
+100.0%
46
+91.7%
0.00%
Q1 2021$1,00024
+500.0%
0.00%
Q4 2020$0
-100.0%
4
-87.5%
0.00%
Q2 2020$1,000
-83.3%
32
-86.1%
0.00%
-100.0%
Q1 2020$6,000
-33.3%
230
-4.2%
0.00%
-62.5%
Q4 2019$9,0002400.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders