Concord Wealth Partners - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$49,986
-32.2%
1,489
-30.5%
0.01%
-31.2%
Q2 2023$73,676
-9.5%
2,143
-10.1%
0.02%
-30.4%
Q1 2023$81,400
-36.3%
2,385
-38.5%
0.02%
-39.5%
Q4 2022$127,852
-37.9%
3,879
-41.6%
0.04%
-41.5%
Q3 2022$206,000
-11.2%
6,642
-0.3%
0.06%
+1.6%
Q2 2022$232,000
-20.0%
6,663
-11.1%
0.06%
-14.7%
Q1 2022$290,000
-15.9%
7,493
-9.9%
0.08%
-10.7%
Q4 2021$345,000
+73.4%
8,315
+77.9%
0.08%
+3.7%
Q3 2021$199,000
-54.0%
4,675
-50.9%
0.08%
-34.7%
Q2 2021$433,000
-37.2%
9,517
-39.6%
0.12%
-46.6%
Q1 2021$690,000
-77.5%
15,750
-78.4%
0.23%
-90.2%
Q4 2020$3,068,00072,7752.37%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders