Bogart Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$97,353
+8.9%
2,900
+11.5%
0.01%0.0%
Q2 2023$89,388
+19.0%
2,600
+18.2%
0.01%
+20.0%
Q1 2023$75,086
+995.2%
2,200
+957.7%
0.01%
Q4 2022$6,856
-81.5%
208
-82.6%
0.00%
-100.0%
Q3 2022$37,0001,1950.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders