First Ascent Asset Management, 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
First Ascent Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$17,082,746
+9.0%
508,869
+11.7%
2.20%
+5.7%
Q2 2023$15,669,231
+9.3%
455,766
+8.5%
2.09%
-1.7%
Q1 2023$14,337,172
-3.2%
420,075
-6.5%
2.12%
-6.2%
Q4 2022$14,809,994
+11.4%
449,332
+4.9%
2.26%
-11.8%
Q3 2022$13,298,000
-8.4%
428,420
+2.6%
2.57%
-6.3%
Q2 2022$14,515,000
-3.0%
417,466
+7.8%
2.74%
+1.7%
Q1 2022$14,970,000
+6.4%
387,432
+14.3%
2.69%
+0.4%
Q4 2021$14,069,000
+12.6%
339,082
+15.4%
2.68%
-3.3%
Q3 2021$12,499,000
+19.2%
293,883
+27.5%
2.78%
-0.2%
Q2 2021$10,488,000
+49.0%
230,513
+43.3%
2.78%
+8.8%
Q1 2021$7,041,000
+24.3%
160,834
+19.7%
2.55%
+7.0%
Q4 2020$5,665,000
+53.4%
134,375
+33.1%
2.39%
+19.2%
Q3 2020$3,692,000
+44.6%
100,992
+32.4%
2.00%
+10.0%
Q2 2020$2,553,000
+33.5%
76,298
+13.5%
1.82%
+38.7%
Q1 2020$1,912,000
-20.2%
67,199
+5.5%
1.31%
-10.7%
Q4 2019$2,395,000–63,715–1.47%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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