Steward Partners Investment Advisory, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$589,434
-4.9%
17,558
-2.6%
0.01%0.0%
Q2 2023$619,849
+1.4%
18,029
+0.7%
0.01%
-10.0%
Q1 2023$611,303
+10.1%
17,911
+6.3%
0.01%
+11.1%
Q4 2022$555,146
+12.8%
16,843
+6.2%
0.01%0.0%
Q3 2022$492,000
-14.0%
15,854
-3.6%
0.01%
-10.0%
Q2 2022$572,000
+2.5%
16,445
+13.9%
0.01%
+11.1%
Q1 2022$558,000
+3.3%
14,433
+11.0%
0.01%
+12.5%
Q4 2021$540,000
-0.4%
13,007
+2.0%
0.01%
-11.1%
Q3 2021$542,000
-0.9%
12,750
+6.1%
0.01%0.0%
Q2 2021$547,000
-99.9%
12,014
-45.2%
0.01%
+12.5%
Q1 2021$960,470,000
+210068.5%
21,938
+102.3%
0.01%
-20.0%
Q4 2020$457,000
+30.2%
10,844
+13.0%
0.01%
+11.1%
Q3 2020$351,000
+19.0%
9,600
+8.7%
0.01%
+12.5%
Q2 2020$295,000
+20.4%
8,831
+2.4%
0.01%
-11.1%
Q1 2020$245,000
-22.0%
8,621
+3.2%
0.01%0.0%
Q4 2019$314,000
+398.4%
8,356
+348.8%
0.01%
+350.0%
Q3 2019$63,000
+800.0%
1,862
+782.5%
0.00%
Q2 2019$7,000
-75.9%
211
-74.8%
0.00%
-100.0%
Q3 2018$29,000
-3.3%
8370.0%0.00%
-50.0%
Q2 2018$30,000
-69.7%
837
-67.0%
0.00%
-71.4%
Q1 2018$99,000
+200.0%
2,533
+186.2%
0.01%
+133.3%
Q4 2017$33,000
+73.7%
885
+223.0%
0.00%
+50.0%
Q3 2017$19,000
+1800.0%
274
+1145.5%
0.00%
Q2 2017$1,000220.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders