Orion Portfolio Solutions, LLC - 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 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,778,100
+0.2%
172,121
+2.6%
0.07%
+14.8%
Q2 2023$5,768,652
+4.3%
167,791
+3.5%
0.06%
-10.3%
Q1 2023$5,531,681
+12.8%
162,077
+8.9%
0.07%
-60.5%
Q4 2022$4,903,728
+13.6%
148,778
+7.0%
0.17%
+0.6%
Q3 2022$4,317,000
+12.5%
139,065
+26.0%
0.17%
+11.0%
Q2 2022$3,838,000
+6.3%
110,384
+18.2%
0.15%
+21.3%
Q1 2022$3,610,000
-26.4%
93,426
-20.9%
0.13%
-22.6%
Q4 2021$4,903,000
+40.1%
118,183
+43.7%
0.16%
+27.1%
Q3 2021$3,499,000
+12.5%
82,269
+20.4%
0.13%
+5.7%
Q2 2021$3,110,000
+11.1%
68,348
+6.9%
0.12%
+0.8%
Q1 2021$2,799,000
+10.4%
63,932
+6.3%
0.12%
+2.5%
Q4 2020$2,536,000
+6.0%
60,156
-8.1%
0.12%
-4.8%
Q3 2020$2,393,000
+3.5%
65,445
-5.3%
0.12%
-0.8%
Q2 2020$2,312,000
+7125.0%
69,111
+6092.7%
0.12%
+6150.0%
Q1 2020$32,000
-84.7%
1,116
-79.9%
0.00%
-87.5%
Q4 2019$209,000–5,558–0.02%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders