Heartwood Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$310,6159,4240.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 953,772$32,790,68118.35%
McNamara Financial Services, Inc. 1,382,973$47,823,21411.48%
CAPITAL WEALTH MANAGEMENT, LLC 378,439$13,010,7337.08%
Sterneck Capital Management, LLC 320,576$11,021,4086.75%
Brown Financial Advisory 236,390$8,127,0896.63%
Financial Strategies Group, Inc. 532,700$18,314,2405.86%
Horizon Investments, LLC 5,679,331$195,255,4005.62%
Single Point Partners, LLC 117,618$4,0445.58%
Brooklyn FI, LLC 254,760$8,758,6364.78%
Better Money Decisions, LLC 158,878$5,462,2384.45%
View complete list of SPDR INDEX SHS FDS shareholders