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 700 filers reported holding SPDR INDEX SHS FDS in Q2 2024. 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
Q2 2024$1,169,579
+2.6%
31,048
-1.4%
0.17%
-0.6%
Q1 2024$1,140,094
+0.6%
31,503
-1.5%
0.17%
-3.5%
Q4 2023$1,132,979
+3.7%
31,996
-1.7%
0.17%
-10.4%
Q3 2023$1,092,368
-1.5%
32,540
+0.9%
0.19%
-1.0%
Q2 2023$1,108,824
-1.9%
32,252
-2.6%
0.20%
-6.2%
Q1 2023$1,130,420
+2.8%
33,121
-0.7%
0.21%
-6.7%
Q4 2022$1,099,381
+2.1%
33,355
-3.9%
0.22%
-12.2%
Q3 2022$1,077,151
-13.0%
34,702
-2.6%
0.25%
-5.6%
Q2 2022$1,238,577
-16.2%
35,622
-5.2%
0.27%
+18.5%
Q1 2022$1,478,816
-6.5%
37,562
-1.5%
0.23%
-2.6%
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 Q2 2024
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,169,069$33,272,00013.66%
HighMark Wealth Management LLC 256,640$7,298,0008.81%
Advisory Alpha, LLC 907,924$26,992,586,0007.57%
XPONANCE, INC. 292,421$8,322,0006.78%
HARVEST GROUP WEALTH MANAGEMENT, LLC 235,659$6,706,0006.76%
Financial Strategies Group, Inc. 242,353$6,897,0006.25%
Global Strategic Investment Solutions, LLC 540,208$15,374,0005.74%
ERn Financial, LLC 293,517$8,353,0005.50%
Tidal Investments LLC 620,885$17,670,0005.24%
CAPITAL WEALTH MANAGEMENT, LLC 127,547$3,630,0004.55%
View complete list of SPDR INDEX SHS FDS shareholders