Global Retirement Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 62 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$6,156,263
+7.7%
187,177
+12.6%
0.31%
+11.1%
Q2 2023$5,716,597
+10.9%
166,277
+8.6%
0.28%
+1.8%
Q1 2023$5,154,981
+110.4%
153,103
+106.0%
0.27%
+63.1%
Q4 2022$2,449,651
+22.9%
74,322
+12.8%
0.17%
+11.3%
Q3 2022$1,993,000
-3.9%
65,869
+10.5%
0.15%
-9.0%
Q2 2022$2,073,000
+10.1%
59,620
+10.6%
0.17%
+12.2%
Q1 2022$1,883,000
+69.5%
53,889
+106.2%
0.15%
+34.5%
Q3 2021$1,111,000
+17.7%
26,131
+25.9%
0.11%
+13.4%
Q2 2021$944,000
+358.3%
20,750
+341.7%
0.10%
+304.2%
Q1 2021$206,000
-15.6%
4,698
-18.8%
0.02%
-22.6%
Q4 2020$244,000
+4.7%
5,786
-9.3%
0.03%
-8.8%
Q3 2020$233,000
+6.4%
6,379
-2.3%
0.03%
-2.9%
Q2 2020$219,000
+25.9%
6,531
+6.9%
0.04%
+6.1%
Q1 2020$174,000
-30.4%
6,109
-8.2%
0.03%
-13.2%
Q4 2019$250,000
+9.6%
6,6520.0%0.04%
+2.7%
Q3 2019$228,000
-4.2%
6,6520.0%0.04%
-19.6%
Q2 2019$238,000
+5.8%
6,652
+5.5%
0.05%
-14.8%
Q1 2019$225,000
+30.1%
6,305
+18.2%
0.05%
+22.7%
Q4 2018$173,000
-36.4%
5,334
-31.7%
0.04%
-27.9%
Q3 2018$272,000
+1.5%
7,805
+3.0%
0.06%
-10.3%
Q2 2018$268,000
-4.6%
7,579
+5.8%
0.07%
-11.7%
Q1 2018$281,000
+1.8%
7,161
-1.0%
0.08%
+1.3%
Q4 2017$276,000
+12.2%
7,236
+112.9%
0.08%
-25.5%
Q3 2017$246,000
+12.8%
3,398
+3.9%
0.10%
-1.0%
Q2 2017$218,000
+9.5%
3,271
+5.3%
0.10%
-7.2%
Q1 2017$199,000
+48.5%
3,106
+32.3%
0.11%
+23.3%
Q4 2016$134,0002,3470.09%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2017
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders