LAKE STREET ADVISORS GROUP, LLC - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,716,000
+97542.6%
170,2800.0%0.34%
+5.3%
Q2 2023$5,854
-8.4%
170,280
-9.0%
0.32%
-18.2%
Q1 2023$6,388
+1.0%
187,164
-2.4%
0.40%
-5.0%
Q4 2022$6,323
-99.9%
191,851
+2.9%
0.42%
-1.0%
Q3 2022$5,789,000
-10.7%
186,4940.0%0.42%
-9.1%
Q2 2022$6,484,000
-7.9%
186,494
+2.3%
0.46%
+3.1%
Q1 2022$7,042,000
-5.1%
182,250
+1.9%
0.45%
-4.3%
Q4 2021$7,424,000
+1.7%
178,931
+4.2%
0.47%
-40.2%
Q3 2021$7,302,000
-0.7%
171,678
+0.9%
0.78%
+44.0%
Q2 2021$7,352,000
+0.4%
170,098
+1.7%
0.54%
-8.7%
Q1 2021$7,322,000
+4.8%
167,253
+0.9%
0.60%
+2.9%
Q4 2020$6,986,000
+18.0%
165,702
+2.3%
0.58%
+3.4%
Q3 2020$5,922,000
+9.3%
161,9860.0%0.56%
+1.8%
Q2 2020$5,420,000
-7.5%
161,986
-21.4%
0.55%
-24.6%
Q1 2020$5,862,000–205,990–0.73%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q2 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