TOBIAS FINANCIAL ADVISORS, 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 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,185,244
-6.7%
65,095
-4.4%
0.57%
-9.2%
Q2 2023$2,341,215
+0.8%
68,098
+0.0%
0.63%
-7.5%
Q1 2023$2,323,088
+2.8%
68,066
-0.7%
0.68%
-8.1%
Q4 2022$2,259,173
+6.6%
68,543
+0.4%
0.74%
-0.7%
Q3 2022$2,119,000
-23.9%
68,270
-14.8%
0.75%
-20.2%
Q2 2022$2,786,000
+8.6%
80,114
+20.7%
0.94%
+5.8%
Q1 2022$2,566,000
+32.5%
66,398
+45.8%
0.88%
+22.2%
Q3 2021$1,937,000
-3.5%
45,536
+3.3%
0.72%
-8.9%
Q2 2021$2,007,000
+6.3%
44,099
+2.3%
0.80%
-0.7%
Q1 2021$1,888,000
+3.9%
43,126
+0.0%
0.80%
-3.6%
Q4 2020$1,817,000
+16.0%
43,106
+0.6%
0.83%
-3.3%
Q3 2020$1,567,000
+1.6%
42,865
-7.0%
0.86%
-5.2%
Q2 2020$1,543,000
+119.8%
46,105
+87.0%
0.91%
+78.3%
Q1 2020$702,000
-19.8%
24,651
+5.9%
0.51%
-9.3%
Q4 2019$875,000–23,288–0.56%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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