Towerpoint Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$488,947
-9.5%
14,565
-7.3%
0.29%
-4.6%
Q2 2023$540,110
-6.7%
15,710
-7.3%
0.30%
-8.2%
Q1 2023$578,619
+4.3%
16,953
+0.7%
0.33%
+3.4%
Q4 2022$554,829
+18394.3%
16,833
+20681.5%
0.32%
+15900.0%
Q3 2019$3,000810.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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