BT Wealth Management LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BT Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2021$252,000
+3.7%
5,5470.0%0.08%
-6.2%
Q1 2021$243,000
+3.8%
5,5470.0%0.08%
-6.9%
Q4 2020$234,000
+15.3%
5,5470.0%0.09%
-1.1%
Q3 2020$203,000
-86.6%
5,547
-86.2%
0.09%
-88.6%
Q4 2019$1,512,000
+9.6%
40,2300.0%0.77%
+0.1%
Q3 2019$1,379,000
+1.9%
40,2300.0%0.77%
-1.7%
Q2 2019$1,353,000
-10.0%
40,230
-4.3%
0.78%
-11.7%
Q1 2019$1,504,000
+2.9%
42,0520.0%0.89%
+40.6%
Q4 2018$1,462,00042,0520.63%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
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