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 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
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 Q3 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