ARQ WEALTH ADVISORS, 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 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
ARQ WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,324,827
-15.0%
99,042
-12.9%
2.49%
-2.0%
Q2 2023$3,910,815
+67.2%
113,753
+66.0%
2.54%
+47.7%
Q1 2023$2,338,403
+11.0%
68,515
+7.2%
1.72%
+25.1%
Q4 2022$2,105,979
+13.5%
63,895
+6.9%
1.38%
-4.1%
Q3 2022$1,855,000
-6.6%
59,753
+4.5%
1.43%
+0.8%
Q2 2022$1,987,000
-9.1%
57,159
+1.0%
1.42%
-3.4%
Q1 2022$2,187,000
+19.7%
56,595
+28.5%
1.47%
+13.4%
Q4 2021$1,827,000
-14.6%
44,040
-12.4%
1.30%
-5.6%
Q3 2021$2,139,000
+4.1%
50,302
+11.4%
1.38%
+4.4%
Q2 2021$2,055,000
+11.3%
45,158
+7.0%
1.32%
+10.2%
Q1 2021$1,847,000
+3.4%
42,195
-0.4%
1.20%
+6.4%
Q4 2020$1,787,000
+39.4%
42,385
+20.9%
1.12%
-9.1%
Q3 2020$1,282,000
+3.3%
35,071
-5.4%
1.24%
+2.3%
Q2 2020$1,241,000
-11.3%
37,090
-24.5%
1.21%
-24.1%
Q1 2020$1,399,000–49,157–1.59%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2020
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