Kingsview Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 204 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,918,886
+92.4%
86,949
+97.0%
0.10%
+75.0%
Q2 2023$1,517,403
+10.6%
44,136
+9.8%
0.06%
+3.4%
Q1 2023$1,372,221
-1.6%
40,206
-5.0%
0.06%
-4.9%
Q4 2022$1,394,758
+9.4%
42,317
+3.1%
0.06%
+1.7%
Q3 2022$1,275,000
-0.6%
41,064
+11.3%
0.06%
-1.6%
Q2 2022$1,283,000
-12.6%
36,895
+4.3%
0.06%0.0%
Q4 2021$1,468,000
+8.2%
35,380
+10.9%
0.06%
-4.7%
Q3 2021$1,357,000
-4.3%
31,911
+1.8%
0.06%
-8.6%
Q2 2021$1,418,000
+12.9%
31,333
+10.2%
0.07%
-1.4%
Q1 2021$1,256,000
+18.6%
28,445
+13.2%
0.07%
-7.8%
Q4 2020$1,059,000
+25.2%
25,119
+8.6%
0.08%
+1.3%
Q3 2020$846,000
+22.8%
23,135
+12.4%
0.08%
+10.1%
Q2 2020$689,000
+41.2%
20,589
+20.1%
0.07%
+4.5%
Q1 2020$488,000
+84.2%
17,144
+142.8%
0.07%
+100.0%
Q4 2019$265,000
-12.5%
7,062
-16.6%
0.03%
-28.3%
Q1 2019$303,000
+11.8%
8,471
+1.1%
0.05%
-22.0%
Q4 2018$271,000
-1.5%
8,382
+6.3%
0.06%
+5.4%
Q3 2018$275,000
+14.6%
7,886
+16.2%
0.06%
-1.8%
Q2 2018$240,000
-4.0%
6,788
+6.9%
0.06%
-8.1%
Q1 2018$250,000
+15.2%
6,350
+11.8%
0.06%
-19.5%
Q4 2017$217,0005,6800.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2018
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders