KWB Wealth - SPDR INDEX SHS FDS ownership

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%.

Quarter-by-quarter ownership
KWB Wealth ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$18,448,192
-1.5%
536,597
-1.5%
2.96%
-0.1%
Q2 2023$18,738,082
-0.9%
545,029
-5.0%
2.96%
-15.1%
Q1 2023$18,910,937
+1.0%
573,754
+1.0%
3.49%
-2.0%
Q4 2022$18,725,175
-6.4%
568,118
-11.9%
3.56%
-10.9%
Q3 2022$20,012,000
-10.0%
644,709
+0.9%
4.00%
-6.7%
Q2 2022$22,227,000
-31.4%
639,250
-18.1%
4.28%
-20.7%
Q1 2022$32,397,000
-0.4%
780,829
-0.4%
5.40%
-0.1%
Q4 2021$32,522,000
+0.6%
783,847
+3.1%
5.40%
-5.9%
Q3 2021$32,323,000
-12.8%
760,009
-10.2%
5.74%
-19.2%
Q2 2021$37,049,000
-0.4%
846,263
-0.4%
7.11%
+0.1%
Q1 2021$37,184,000
+19.3%
849,337
+14.9%
7.10%
+9.5%
Q4 2020$31,169,000739,2936.48%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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