Charter Oak Capital Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 700 filers reported holding SPDR INDEX SHS FDS in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$24,000
+4.3%
689
+18.2%
0.00%0.0%
Q1 2022$23,000
+475.0%
583
+555.1%
0.00%
Q4 2021$4,0000.0%890.0%0.00%
-100.0%
Q3 2021$4,0000.0%890.0%0.00%0.0%
Q2 2021$4,0000.0%890.0%0.00%0.0%
Q1 2021$4,000890.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2024
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,169,069$33,272,00013.66%
HighMark Wealth Management LLC 256,640$7,298,0008.81%
Advisory Alpha, LLC 907,924$26,992,586,0007.57%
XPONANCE, INC. 292,421$8,322,0006.78%
HARVEST GROUP WEALTH MANAGEMENT, LLC 235,659$6,706,0006.76%
Financial Strategies Group, Inc. 242,353$6,897,0006.25%
Global Strategic Investment Solutions, LLC 540,208$15,374,0005.74%
ERn Financial, LLC 293,517$8,353,0005.50%
Tidal Investments LLC 620,885$17,670,0005.24%
CAPITAL WEALTH MANAGEMENT, LLC 127,547$3,630,0004.55%
View complete list of SPDR INDEX SHS FDS shareholders