Rockbridge Investment Management, LCC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$1,582,000
-4.4%
38,134
-2.0%
0.23%
-14.7%
Q3 2021$1,654,000
-7.8%
38,900
-1.3%
0.27%
-10.2%
Q2 2021$1,793,000
+3.4%
39,416
-0.5%
0.30%
-7.3%
Q1 2021$1,734,000
-0.2%
39,605
-3.9%
0.33%
-7.6%
Q4 2020$1,737,000
+10.5%
41,201
-4.2%
0.36%
-4.8%
Q3 2020$1,572,000
+5.9%
42,998
-3.1%
0.37%
-3.1%
Q2 2020$1,485,00044,3890.38%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders