Gladstone Institutional Advisory LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,823,652
-3.3%
84,112
-0.9%
0.18%
+2.8%
Q2 2023$2,919,318
+4.1%
84,913
+3.3%
0.18%
-2.2%
Q1 2023$2,804,879
+4.8%
82,182
+1.2%
0.18%
-3.7%
Q4 2022$2,677,435
+90170.9%
81,233
-15.0%
0.19%
-18.5%
Q3 2022$2,966
+20.2%
95,558
+34.6%
0.23%
+19.0%
Q2 2022$2,46870,9860.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders