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 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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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 Q1 2022
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