Belpointe Asset Management 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
Belpointe Asset Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$200,335
+62.8%
5,870
+57.2%
0.01%
+57.1%
Q4 2022$123,062
-38.2%
3,734
-41.8%
0.01%
-46.2%
Q3 2022$199,000
-48.2%
6,414
-42.0%
0.01%
-50.0%
Q2 2022$384,000
+27.6%
11,057
+42.3%
0.03%
+44.4%
Q1 2022$301,000
-96.2%
7,770
-95.9%
0.02%
-96.3%
Q4 2021$7,894,000
-21.2%
190,281
-19.3%
0.49%
-28.0%
Q3 2021$10,023,000
+11.6%
235,655
+19.4%
0.68%
+5.7%
Q2 2021$8,980,000
+12.4%
197,342
+8.2%
0.65%
-5.6%
Q1 2021$7,987,000
+3.5%
182,432
-0.3%
0.68%
-1.3%
Q4 2020$7,716,000
-27.7%
183,022
-43.7%
0.69%
-4.7%
Q3 2020$10,676,000
+94.9%
324,879
+98.5%
0.73%
+2.5%
Q2 2020$5,478,000
+29.7%
163,703
+10.3%
0.71%
-4.2%
Q1 2020$4,224,000
-26.1%
148,410
-2.4%
0.74%
+2.1%
Q4 2019$5,713,000
+54.0%
151,984
+40.4%
0.72%
+20.8%
Q3 2019$3,710,000108,2200.60%
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