Opes Wealth Management LLC - 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
Opes Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$7,867,633
+6.2%
234,365
+8.7%
2.18%
+3.7%
Q2 2023$7,409,509
+10.5%
215,518
+9.7%
2.10%
-2.7%
Q1 2023$6,702,484
+13.3%
196,381
+9.4%
2.16%
+0.6%
Q4 2022$5,917,144
+3.2%
179,525
-2.8%
2.15%
-6.2%
Q3 2022$5,733,000
-7.2%
184,686
+3.9%
2.29%
-7.3%
Q2 2022$6,179,000
-6.7%
177,712
+3.7%
2.47%
+14.8%
Q1 2022$6,621,000
-22.2%
171,360
-16.4%
2.16%
-18.5%
Q4 2021$8,506,000
+4.7%
205,002
+7.3%
2.64%
-8.1%
Q3 2021$8,128,000
+4.3%
191,102
+11.6%
2.88%
-0.2%
Q2 2021$7,792,000
+5.9%
171,247
+1.9%
2.88%
+0.5%
Q1 2021$7,358,000
+5.0%
168,066
+0.9%
2.87%
-15.0%
Q4 2020$7,006,000
+19.4%
166,507
+3.8%
3.38%
+20.4%
Q3 2020$5,867,000
+12.4%
160,483
+2.9%
2.80%
+5.4%
Q2 2020$5,220,000
+13.0%
156,017
-3.9%
2.66%
-23.5%
Q1 2020$4,620,000
-2.5%
162,322
+28.8%
3.48%
+19.7%
Q4 2019$4,739,000
+21.8%
126,073
+11.1%
2.90%
+13.2%
Q3 2019$3,890,000
+56.4%
113,478
+63.3%
2.57%
+51.0%
Q2 2019$2,488,000
+147.8%
69,504
+147.5%
1.70%
+131.6%
Q1 2019$1,004,00028,0800.73%
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