Pinnacle Wealth Planning Services, Inc. - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,248,334
+0.6%
96,763
+3.0%
0.54%
+2.7%
Q2 2023$3,228,351
+4.6%
93,902
+3.9%
0.52%
+1.6%
Q1 2023$3,085,522
+5.0%
90,405
+1.4%
0.51%
-1.7%
Q4 2022$2,938,944
+39.2%
89,167
+31.1%
0.52%
+33.8%
Q3 2022$2,111,000
-6.1%
67,990
+5.2%
0.39%
-3.5%
Q2 2022$2,248,000
-0.4%
64,656
+10.8%
0.40%
-1.7%
Q1 2022$2,256,000
+7.8%
58,373
+15.7%
0.41%
+0.5%
Q4 2021$2,092,000
+7.2%
50,437
+9.9%
0.41%
-5.1%
Q3 2021$1,952,000
+1.3%
45,893
+8.4%
0.43%
-3.8%
Q2 2021$1,927,000
+17.1%
42,353
+12.6%
0.45%
+6.2%
Q1 2021$1,646,000
+3.3%
37,601
-0.6%
0.42%
+10.8%
Q4 2020$1,594,000
+16.6%
37,811
+1.1%
0.38%
-15.5%
Q3 2020$1,367,000
+31.6%
37,390
+7.3%
0.45%
+33.8%
Q2 2020$1,039,000
+4.4%
34,855
-8.7%
0.34%
-28.8%
Q1 2020$995,000
-15.7%
38,180
+21.6%
0.47%
-14.8%
Q4 2019$1,180,000
+10.4%
31,398
+0.7%
0.56%
-4.6%
Q3 2019$1,069,000
+8.6%
31,189
+13.4%
0.58%
-2.0%
Q2 2019$984,000
+11.3%
27,497
+11.3%
0.59%
+0.2%
Q1 2019$884,000
+13.6%
24,706
+2.8%
0.59%
+19.1%
Q4 2018$778,000
-41.5%
24,031
-37.1%
0.50%
-59.0%
Q3 2018$1,330,000
+27.4%
38,176
+29.2%
1.22%
+19.9%
Q2 2018$1,044,000
+1.7%
29,541
+13.0%
1.01%
-4.0%
Q1 2018$1,027,00026,1381.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders