Financial Strategies Group, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$18,584,955
+1.5%
554,278
+4.1%
5.86%
+0.0%
Q2 2023$18,314,240
+12.6%
532,700
+11.8%
5.86%
-6.4%
Q1 2023$16,264,450
+5.9%
476,544
+2.2%
6.26%
-1.9%
Q4 2022$15,363,017
+11.8%
466,111
+5.3%
6.38%
+2.4%
Q3 2022$13,744,000
-11.0%
442,777
-0.3%
6.23%
-3.7%
Q2 2022$15,440,000
-1.2%
444,060
+9.8%
6.47%
+3.9%
Q1 2022$15,624,000
-1.3%
404,349
+5.9%
6.23%
-3.5%
Q4 2021$15,834,000
+7.8%
381,645
+10.5%
6.46%
-1.6%
Q3 2021$14,688,000
+1.5%
345,365
+8.6%
6.56%
-2.0%
Q2 2021$14,471,000
+15.2%
318,046
+10.8%
6.69%
+2.9%
Q1 2021$12,563,000
+5.0%
286,960
+1.1%
6.51%
-2.4%
Q4 2020$11,962,000
+24.8%
283,722
+8.2%
6.67%
+3.3%
Q3 2020$9,582,000
+8.2%
262,102
-1.0%
6.45%
-2.2%
Q2 2020$8,859,000
+28.4%
264,772
+9.3%
6.60%
+5.6%
Q1 2020$6,897,000
-13.3%
242,353
+14.6%
6.25%
-2.5%
Q4 2019$7,952,000211,5396.41%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
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