Financial Advocates Investment Management - 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 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,076,872
+9.0%
61,532
+11.0%
0.15%
+10.3%
Q2 2023$1,905,070
+30.6%
55,412
+29.6%
0.14%
+29.5%
Q1 2023$1,459,123
+49.8%
42,752
+44.7%
0.10%
+43.8%
Q4 2022$973,756
+8.2%
29,544
+6.0%
0.07%
-1.4%
Q3 2022$900,000
+25.9%
27,881
+35.6%
0.07%
+27.6%
Q2 2022$715,000
-34.5%
20,566
-27.2%
0.06%
-19.4%
Q1 2022$1,092,000
+6.8%
28,245
+14.7%
0.07%
+12.5%
Q4 2021$1,022,000
+21.2%
24,627
+24.3%
0.06%
+12.3%
Q3 2021$843,000
-4.0%
19,817
+2.7%
0.06%
-3.4%
Q2 2021$878,000
+5.0%
19,295
+1.0%
0.06%0.0%
Q1 2021$836,000
+124.1%
19,105
+115.9%
0.06%
+126.9%
Q4 2020$373,000
+49.8%
8,849
+29.7%
0.03%
+23.8%
Q3 2020$249,000
+16.9%
6,823
+7.0%
0.02%
+5.0%
Q2 2020$213,000
-9.7%
6,377
-23.1%
0.02%
-41.2%
Q1 2020$236,000–8,292–0.03%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders