GREAT VALLEY ADVISOR GROUP, INC. - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,111,255
+0.0%
122,468
+2.4%
0.17%
-1.2%
Q2 2023$4,110,772
+7.9%
119,569
+7.1%
0.17%
-3.4%
Q1 2023$3,811,239
+18.2%
111,668
+14.1%
0.18%
+7.9%
Q4 2022$3,225,670
+99.6%
97,856
+87.9%
0.16%
+83.3%
Q3 2022$1,616,000
-9.3%
52,089
+1.7%
0.09%
-8.2%
Q2 2022$1,781,000
+11.7%
51,215
+24.1%
0.10%
+5.4%
Q1 2022$1,595,000
+10.6%
41,285
+18.9%
0.09%
+4.5%
Q4 2021$1,442,000
+31.3%
34,737
+34.6%
0.09%
+17.1%
Q3 2021$1,098,000
-6.2%
25,813
-0.2%
0.08%
-12.6%
Q2 2021$1,171,000
-49.5%
25,872
-51.2%
0.09%
-61.0%
Q1 2021$2,319,000
+335.1%
52,966
+319.1%
0.22%
+305.5%
Q4 2020$533,000
+22.5%
12,639
+6.3%
0.06%
+3.8%
Q3 2020$435,000
+13.3%
11,895
+3.6%
0.05%
-15.9%
Q2 2020$384,000
-1.8%
11,486
-13.5%
0.06%
-56.8%
Q4 2018$391,000–13,278–0.15%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
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