PFG Private Wealth Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PFG Private Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$10,843
-2.4%
3230.0%0.01%
+14.3%
Q2 2023$11,105
+0.7%
3230.0%0.01%0.0%
Q1 2023$11,024
+91766.7%
323
-14.1%
0.01%0.0%
Q4 2022$12
-99.9%
3760.0%0.01%
-12.5%
Q3 2022$12,000
-66.7%
376
-63.7%
0.01%
-60.0%
Q2 2022$36,000
-30.8%
1,035
-23.6%
0.02%
-25.9%
Q1 2022$52,000
-30.7%
1,355
-25.5%
0.03%
-30.8%
Q4 2021$75,000
-98.0%
1,819
-97.9%
0.04%
-98.2%
Q3 2021$3,680,000
+0.3%
86,529
+7.3%
2.15%
-9.5%
Q2 2021$3,669,000
+3.7%
80,633
-0.2%
2.38%
-2.2%
Q1 2021$3,537,000
+2.6%
80,801
-1.2%
2.43%
-7.9%
Q4 2020$3,448,000
+22.0%
81,776
+5.8%
2.64%
+7.3%
Q3 2020$2,827,000
+8.6%
77,326
-0.6%
2.46%
+0.6%
Q2 2020$2,602,000
+20.2%
77,772
+2.3%
2.45%
+5.1%
Q1 2020$2,165,000
-25.0%
76,055
-0.9%
2.33%
-9.5%
Q4 2019$2,885,00076,7622.58%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2019
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders