Financial Strategies 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 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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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$7,952,000–211,539–6.41%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
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