PAX Financial Group, LLC - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
PAX Financial Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,929,019
-3.1%
87,251
-0.8%
0.67%
-2.2%
Q2 2023$3,023,689
-0.7%
87,949
-1.5%
0.68%
-6.4%
Q1 2023$3,046,476
+3.0%
89,261
-0.5%
0.73%
-2.8%
Q4 2022$2,957,037
+4.5%
89,716
-1.6%
0.75%
+3.7%
Q3 2022$2,829,000
-9.1%
91,133
+1.8%
0.72%
-8.0%
Q2 2022$3,112,000
-7.2%
89,500
+3.1%
0.79%
+1.2%
Q1 2022$3,354,000
-2.4%
86,806
+4.8%
0.78%
+1.0%
Q4 2021$3,435,000
+6.3%
82,798
+9.0%
0.77%
-2.5%
Q3 2021$3,230,000
+9.5%
75,945
+17.2%
0.79%
+5.9%
Q2 2021$2,949,000
+4.9%
64,817
+0.9%
0.75%
-5.8%
Q1 2021$2,812,000
-3.4%
64,241
-7.0%
0.79%
-13.1%
Q4 2020$2,912,000
+8.3%
69,074
-6.1%
0.91%
-3.6%
Q3 2020$2,690,000
+6.5%
73,569
-2.5%
0.94%
-1.8%
Q2 2020$2,526,000
+12.7%
75,494
-0.0%
0.96%
+0.4%
Q1 2020$2,242,000
-14.3%
75,519
+6.3%
0.96%
-14.5%
Q4 2019$2,617,00071,0241.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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