HERITAGE WEALTH MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$46,565,952
+154.3%
1,412,802
+139.5%
6.65%
+13.1%
Q3 2022$18,310,000
-99.9%
589,892
-1.8%
5.88%
-15.4%
Q2 2022$20,894,045,000
+90993.2%
600,922
+1.2%
6.95%
+12.2%
Q1 2022$22,937,000
+47.0%
593,617
+61.8%
6.20%
+11.7%
Q3 2021$15,599,000
+18.6%
366,772
+26.9%
5.55%
+11.3%
Q2 2021$13,151,000289,0234.98%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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