Robertson Stephens Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$233,000
-2.1%
5,6180.0%0.02%
-25.9%
Q3 2021$238,000
-6.7%
5,6180.0%0.03%
-12.9%
Q2 2021$255,000
+2.0%
5,618
-1.6%
0.03%
-22.5%
Q1 2021$250,000
+4.2%
5,7110.0%0.04%
-20.0%
Q4 2020$240,0000.0%5,711
-13.2%
0.05%
-15.3%
Q3 2020$240,0006,5780.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 953,772$32,790,68118.35%
McNamara Financial Services, Inc. 1,382,973$47,823,21411.48%
CAPITAL WEALTH MANAGEMENT, LLC 378,439$13,010,7337.08%
Sterneck Capital Management, LLC 320,576$11,021,4086.75%
Brown Financial Advisory 236,390$8,127,0896.63%
Financial Strategies Group, Inc. 532,700$18,314,2405.86%
Horizon Investments, LLC 5,679,331$195,255,4005.62%
Single Point Partners, LLC 117,618$4,0445.58%
Brooklyn FI, LLC 254,760$8,758,6364.78%
Better Money Decisions, LLC 158,878$5,462,2384.45%
View complete list of SPDR INDEX SHS FDS shareholders