Bay Harbor Wealth Management, LLC - SPDR INDEX SHS FDS ownership

Back to all holdings Add to watchlist

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Links
Filings
External links
Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$34
-99.9%
1,031
+1.4%
0.02%0.0%
Q3 2022$32,000
-8.6%
1,017
+1.2%
0.02%
-6.2%
Q2 2022$35,000
-55.1%
1,005
-49.9%
0.02%
-50.0%
Q1 2022$78,000
+18.2%
2,006
+26.7%
0.03%
+18.5%
Q4 2021$66,000
-9.6%
1,583
-7.7%
0.03%
-12.9%
Q3 2021$73,000
-73.1%
1,715
-71.2%
0.03%
-73.0%
Q2 2021$271,000
-42.2%
5,950
-44.4%
0.12%
-46.5%
Q1 2021$469,000
-23.5%
10,707
-26.4%
0.22%
-22.7%
Q4 2020$613,000
-37.8%
14,551
-46.0%
0.28%
-43.4%
Q3 2020$985,000
+36.6%
26,934
+25.0%
0.49%
+27.5%
Q2 2020$721,000
-29.6%
21,547
-40.1%
0.38%
-38.1%
Q1 2020$1,024,000
+23.5%
35,978
+63.2%
0.62%
+38.8%
Q4 2019$829,000
+175.4%
22,048
+151.1%
0.45%
+148.9%
Q3 2019$301,000
-79.4%
8,780
-78.4%
0.18%
-80.1%
Q2 2019$1,458,000
-26.4%
40,729
-26.5%
0.90%
-33.0%
Q1 2019$1,980,000
+179.3%
55,381
+152.8%
1.35%
+139.4%
Q4 2018$709,000–21,907–0.56%–
 Download
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders