Walkner Condon Financial Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$8,501,915
-1.7%
253,259
+0.7%
2.25%
-1.6%
Q2 2023$8,650,568
+4.4%
251,616
+3.6%
2.29%
-1.4%
Q1 2023$8,287,674
+10.7%
242,827
+6.9%
2.32%
+3.7%
Q4 2022$7,489,589
-1.0%
227,233
-6.8%
2.24%
-8.1%
Q3 2022$7,565,000
-7.5%
243,729
+3.6%
2.44%
-4.8%
Q2 2022$8,179,000
-99.9%
235,238
-1.0%
2.56%
-1.9%
Q1 2022$9,179,000,000
+108591.5%
237,559
+28.2%
2.61%
-15.7%
Q2 2021$8,445,000
+42.9%
185,372
+37.4%
3.10%
+34.8%
Q1 2021$5,908,000
-2.0%
134,942
-5.6%
2.30%
-11.7%
Q4 2020$6,030,000
+17.7%
143,015
+2.0%
2.60%
-5.2%
Q3 2020$5,124,000
+9.8%
140,154
+0.5%
2.74%
-33.3%
Q2 2020$4,668,000
+16.5%
139,498
-0.9%
4.11%
-3.9%
Q1 2020$4,006,000
+2.1%
140,764
+34.9%
4.28%
+13.1%
Q4 2019$3,923,000104,3573.78%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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