Financial Planning & Information Services, Inc. - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$596,875
-6.6%
17,780
-4.4%
0.11%
-5.9%
Q2 2023$639,304
-4.4%
18,595
-5.1%
0.12%
-9.2%
Q1 2023$668,445
-20.8%
19,585
-23.6%
0.13%
-27.4%
Q4 2022$844,477
+2.5%
25,621
-3.5%
0.18%
-10.5%
Q3 2022$824,000
-20.1%
26,537
-10.5%
0.20%
-20.3%
Q2 2022$1,031,000
-26.0%
29,640
-17.8%
0.25%
-19.3%
Q1 2022$1,394,000
-13.8%
36,079
-7.5%
0.31%
-21.9%
Q4 2021$1,618,000
-4.5%
39,005
-2.1%
0.40%
-13.7%
Q3 2021$1,695,000
+0.2%
39,857
+7.2%
0.46%
-7.1%
Q2 2021$1,692,000
+10.7%
37,179
+6.5%
0.50%
+6.0%
Q1 2021$1,528,000
+24.1%
34,905
+19.5%
0.47%
+13.0%
Q4 2020$1,231,000
+271.9%
29,210
+222.7%
0.41%
+220.9%
Q3 2020$331,000
+2.8%
9,053
-5.9%
0.13%
-4.4%
Q2 2020$322,000
+21.1%
9,623
+3.0%
0.14%
-2.2%
Q1 2020$266,000
+0.4%
9,341
+32.6%
0.14%
+31.4%
Q4 2019$265,000
+14.7%
7,044
+4.3%
0.10%
+7.1%
Q3 2019$231,000–6,753–0.10%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders