WFA of San Diego, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$65,714
-2.7%
1,958
-0.3%
0.07%
+3.0%
Q2 2023$67,523
-15.6%
1,964
-19.1%
0.07%
+8.2%
Q4 2022$80,027
-5.9%
2,428
-1.1%
0.06%
-16.4%
Q2 2022$85,000
-18.3%
2,455
+0.2%
0.07%0.0%
Q3 2021$104,0002,4490.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders