Lutz Financial Services LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is QEMM and the CUSIP is 78463X426. A total of 35 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$276,569
-2.5%
5,1200.0%0.03%
-3.2%
Q2 2023$283,796
-0.3%
5,1200.0%0.03%
-3.1%
Q1 2023$284,597
+4.0%
5,1200.0%0.03%
-5.9%
Q4 2022$273,526
+5.2%
5,120
+0.0%
0.03%
-5.6%
Q3 2022$260,000
-11.0%
5,119
-1.0%
0.04%
-7.7%
Q2 2022$292,000
-12.0%
5,173
-0.2%
0.04%
-4.9%
Q1 2022$332,000
-5.1%
5,1830.0%0.04%
-4.7%
Q4 2021$350,000
+1.2%
5,183
+1.5%
0.04%
-4.4%
Q3 2021$346,000
-3.6%
5,1080.0%0.04%
-6.2%
Q2 2021$359,000
-1.4%
5,108
-4.4%
0.05%
-11.1%
Q1 2021$364,000
+2.2%
5,345
-2.2%
0.05%
-6.9%
Q4 2020$356,000
+16.7%
5,464
+1.4%
0.06%
-1.7%
Q3 2020$305,000
+7.4%
5,3910.0%0.06%
+1.7%
Q2 2020$284,000
+1.1%
5,391
-10.1%
0.06%
-6.5%
Q1 2020$281,000
-87.6%
5,999
-83.9%
0.06%
-84.7%
Q4 2019$2,272,000
+7.9%
37,353
+1.8%
0.40%
+0.2%
Q3 2019$2,105,000
-3.9%
36,691
-0.6%
0.40%
-6.1%
Q2 2019$2,191,000
+0.5%
36,907
+0.1%
0.43%
-3.6%
Q1 2019$2,181,000
+9.5%
36,884
+0.7%
0.44%
+0.2%
Q4 2018$1,991,000
-6.4%
36,615
+2.1%
0.44%
-5.5%
Q3 2018$2,127,000
+1.9%
35,863
+1.9%
0.47%
-21.0%
Q2 2018$2,088,000
-9.2%
35,188
+0.3%
0.60%
-12.4%
Q1 2018$2,300,000
-4.9%
35,095
-6.4%
0.68%
-3.7%
Q4 2017$2,418,00037,4920.70%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stadion Money Management, LLC 392,233$22,157,0000.88%
APPLETON PARTNERS INC/MA 125,195$7,072,0000.78%
SENTINEL PENSION ADVISORS INC 34,766$1,964,0000.76%
Outlook Wealth Advisors, LLC 21,218$1,199,0000.48%
Asset Dedication, LLC 18,537$1,046,0000.23%
CATALYST PRIVATE WEALTH, LLC 2,413$136,0000.13%
CreativeOne Wealth, LLC 13,570$767,0000.11%
Focused Wealth Management, Inc 6,958$393,0000.08%
GeoWealth Management, LLC 3,690$211,0000.06%
ASPIRIANT, LLC 14,379$811,0000.06%
View complete list of SPDR INDEX SHS FDS shareholders