NovaPoint Capital, 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
NovaPoint Capital, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$823,354
-1.0%
24,526
+1.3%
0.33%
+5.5%
Q2 2023$832,012
-0.3%
24,200
-1.0%
0.31%
-9.4%
Q1 2023$834,503
-3.5%
24,451
-6.8%
0.34%
-9.5%
Q4 2022$865,084
-11.5%
26,246
-16.6%
0.38%
-14.9%
Q3 2022$977,000
-32.8%
31,488
-24.7%
0.44%
-29.7%
Q2 2022$1,453,000
-26.4%
41,789
-18.2%
0.63%
-12.1%
Q1 2022$1,975,000
-8.5%
51,100
-1.8%
0.72%
-7.1%
Q4 2021$2,159,000
-2.0%
52,031
+0.5%
0.77%
-12.3%
Q3 2021$2,202,000
-5.6%
51,772
+1.0%
0.88%
-8.5%
Q2 2021$2,332,000
+12.9%
51,261
+8.6%
0.96%
-0.3%
Q1 2021$2,066,000
+34.7%
47,195
+29.7%
0.97%
+21.0%
Q4 2020$1,534,000
+11.2%
36,397
-3.5%
0.80%
-10.5%
Q3 2020$1,379,000
+18.5%
37,710
+8.4%
0.89%
+3.1%
Q2 2020$1,164,000
+91.8%
34,777
+63.1%
0.87%
+56.2%
Q1 2020$607,000–21,326–0.56%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders