MBM Wealth Consultants, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$201,493
+110610.4%
6,030
+44.9%
0.09%
+18.9%
Q1 2023$182
+30.9%
4,1610.0%0.07%
+15.6%
Q4 2022$139
-99.9%
4,161
+9.3%
0.06%
+10.3%
Q3 2022$120,000
-36.5%
3,806
-29.9%
0.06%
-37.0%
Q2 2022$189,000
-6.9%
5,432
+3.2%
0.09%
+9.5%
Q1 2022$203,000
-11.4%
5,265
-4.6%
0.08%
-11.6%
Q4 2021$229,000
+6.5%
5,517
+9.4%
0.10%
-3.1%
Q3 2021$215,000
+1.9%
5,044
+8.4%
0.10%
-1.0%
Q2 2021$211,000
+4.5%
4,655
+0.8%
0.10%
-3.9%
Q1 2021$202,000
+1.0%
4,618
-2.6%
0.10%
-5.5%
Q4 2020$200,000
+20.5%
4,740
+4.1%
0.11%
+2.8%
Q3 2020$166,000
+9.2%
4,552
-0.4%
0.11%
-0.9%
Q2 2020$152,000
+31.0%
4,568
+11.6%
0.11%
+11.5%
Q1 2020$116,000
-9.4%
4,094
+20.1%
0.10%
+1.1%
Q4 2019$128,000
+19.6%
3,409
+8.8%
0.10%
+13.1%
Q3 2019$107,000
+5.9%
3,132
+11.4%
0.08%0.0%
Q2 2019$101,000
+18.8%
2,812
+18.4%
0.08%
+12.0%
Q1 2019$85,000
+51.8%
2,374
+36.4%
0.08%
+36.4%
Q4 2018$56,0001,7400.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders