VISTA INVESTMENT MANAGEMENT - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,941,174
-2.9%
87,613
-0.6%
1.54%
+0.7%
Q2 2023$3,029,641
+0.7%
88,122
-0.0%
1.53%
-3.5%
Q1 2023$3,007,816
+10.5%
88,128
+6.7%
1.59%
+2.3%
Q4 2022$2,721,455
+4.3%
82,568
-1.8%
1.55%
-3.4%
Q3 2022$2,610,000
-10.7%
84,086
-0.0%
1.61%
-9.0%
Q2 2022$2,924,000
-8.5%
84,089
+1.7%
1.77%
+1.0%
Q1 2022$3,195,000
-6.3%
82,673
+0.6%
1.75%
-5.5%
Q4 2021$3,410,000
-1.4%
82,184
+1.1%
1.85%
-8.7%
Q3 2021$3,457,000
-4.1%
81,285
+2.6%
2.03%
-4.7%
Q2 2021$3,606,000
+3.1%
79,260
-0.7%
2.13%
-2.3%
Q1 2021$3,496,000
+5.9%
79,844
+2.0%
2.18%
-1.6%
Q4 2020$3,301,000
+17.2%
78,304
+1.6%
2.21%
+2.9%
Q3 2020$2,817,000
+12.4%
77,041
+2.9%
2.15%
-0.1%
Q2 2020$2,506,000
+16.2%
74,903
-1.2%
2.15%
-2.4%
Q1 2020$2,157,000
-19.8%
75,781
+6.0%
2.20%
+9.2%
Q4 2019$2,688,000
+10.8%
71,500
+1.1%
2.02%
+0.9%
Q3 2019$2,425,000
-2.3%
70,744
+2.0%
2.00%
-4.7%
Q2 2019$2,482,000
+16.4%
69,353
+16.3%
2.10%
+12.2%
Q1 2019$2,133,000
+24.4%
59,643
+12.6%
1.87%
+6.0%
Q4 2018$1,714,000
+17.3%
52,964
+26.3%
1.76%
+36.8%
Q3 2018$1,461,000
+33.3%
41,935
+35.3%
1.29%
+20.4%
Q2 2018$1,096,000
+11.0%
30,999
+23.5%
1.07%
+3.7%
Q1 2018$987,000
+346.6%
25,110
+332.9%
1.03%
+347.2%
Q4 2017$221,0005,8000.23%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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