SENTINEL PENSION ADVISORS INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SENTINEL PENSION ADVISORS INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$231,484
-2.4%
6,8960.0%0.06%
-1.8%
Q2 2023$237,069
+1.9%
6,896
+0.9%
0.06%
-3.4%
Q1 2023$232,712
+3.3%
6,8360.0%0.06%
-16.9%
Q4 2022$225,328
+7.3%
6,836
+1.3%
0.07%
-2.7%
Q3 2022$210,000
+2.9%
6,749
+27.6%
0.07%
+5.8%
Q1 2022$204,000
-6.8%
5,2880.0%0.07%0.0%
Q4 2021$219,000
+7.4%
5,288
+17.7%
0.07%
-2.8%
Q2 2021$204,0004,4910.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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