Occidental Asset 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
Occidental Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,492,012
-26.6%
44,445
-24.8%
0.34%
-25.0%
Q2 2023$2,032,470
-15.5%
59,118
-16.1%
0.46%
-23.3%
Q1 2023$2,404,461
+7.4%
70,450
+3.7%
0.60%
-1.6%
Q4 2022$2,238,646
-1.8%
67,920
-7.5%
0.61%
-10.7%
Q3 2022$2,279,000
-19.2%
73,415
-9.5%
0.68%
-18.3%
Q2 2022$2,821,000
+24.4%
81,119
+38.2%
0.84%
+44.1%
Q1 2022$2,268,000
-6.4%
58,692
+0.5%
0.58%
+0.7%
Q4 2021$2,423,000
-1.9%
58,397
+0.6%
0.58%
-10.0%
Q3 2021$2,469,000
-18.4%
58,044
-12.7%
0.64%
-20.5%
Q2 2021$3,027,000
-15.4%
66,517
-18.6%
0.80%
-24.3%
Q1 2021$3,576,000
-8.6%
81,685
-12.0%
1.06%
-18.0%
Q4 2020$3,914,000
+38.0%
92,825
+19.7%
1.30%
+9.8%
Q3 2020$2,836,000
+10.3%
77,577
+1.0%
1.18%
+3.9%
Q2 2020$2,571,000
+22.8%
76,841
+4.5%
1.14%
+8.0%
Q1 2020$2,093,000
-23.2%
73,528
+1.4%
1.05%
-5.2%
Q4 2019$2,725,000
+17.1%
72,494
+6.7%
1.11%
+13.9%
Q3 2019$2,328,000
+0.5%
67,923
+4.9%
0.98%
-6.5%
Q2 2019$2,316,000
+1.1%
64,723
+1.1%
1.04%
-5.3%
Q1 2019$2,290,000
+90.8%
64,046
+72.7%
1.10%
+62.4%
Q4 2018$1,200,000
-4.0%
37,075
+3.3%
0.68%
+8.7%
Q3 2018$1,250,000
+481.4%
35,896
+491.2%
0.62%
+442.6%
Q2 2018$215,0006,0720.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders