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 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
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 Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders