Integrated Wealth Concepts LLC - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,297,634
+11.4%
157,809
+14.1%
0.09%
+14.8%
Q2 2023$4,755,325
+104183.4%
138,316
+3.5%
0.08%
-13.8%
Q1 2023$4,560
+57.1%
133,593
+51.7%
0.09%
+19.0%
Q4 2022$2,902
-99.9%
88,050
+2.9%
0.08%
-7.1%
Q3 2022$2,657,000
+7.8%
85,607
+20.8%
0.08%
+10.4%
Q2 2022$2,464,000
-17.0%
70,855
-7.8%
0.08%
-15.4%
Q1 2022$2,969,000
+2.4%
76,828
+10.0%
0.09%
+5.8%
Q4 2021$2,899,000
+13.7%
69,863
+16.5%
0.09%
+3.6%
Q3 2021$2,549,000
+17.1%
59,944
+25.3%
0.08%
+7.8%
Q2 2021$2,177,000
+72.0%
47,850
+65.4%
0.08%
+48.1%
Q1 2021$1,266,000
+58.4%
28,923
+52.6%
0.05%
+36.8%
Q4 2020$799,000
+289.8%
18,953
+238.0%
0.04%
+192.3%
Q3 2020$205,000
-12.8%
5,608
-20.2%
0.01%
-23.5%
Q2 2020$235,0007,0300.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
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