Lantz Financial 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
Lantz Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$310,724
-2.4%
9,2560.0%0.12%
-0.8%
Q2 2023$318,221
+49.4%
9,256
+50.9%
0.12%
+30.2%
Q2 2022$213,000
-25.5%
6,132
-17.1%
0.10%
-17.2%
Q1 2022$286,000
-41.8%
7,399
-37.5%
0.12%
-48.7%
Q4 2021$491,000
-21.4%
11,831
-19.5%
0.23%
-29.4%
Q3 2021$625,000
-22.0%
14,706
-16.4%
0.32%
-22.3%
Q2 2021$801,000
-24.1%
17,598
-27.0%
0.41%
-31.3%
Q1 2021$1,055,000
+51.8%
24,099
+46.2%
0.60%
+38.2%
Q4 2020$695,000
+26.4%
16,480
+9.6%
0.43%
+17.3%
Q3 2020$550,000
+12.9%
15,033
+3.3%
0.37%
+5.4%
Q2 2020$487,000
+6.3%
14,551
-9.6%
0.35%
-2.2%
Q1 2020$458,000
-12.3%
16,091
+16.0%
0.36%
+16.2%
Q4 2019$522,000
+25.8%
13,874
+13.3%
0.31%
+10.4%
Q3 2019$415,000
+42.1%
12,248
+51.9%
0.28%
+41.4%
Q2 2019$292,0008,0610.20%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 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