DEFINED WEALTH MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DEFINED WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,042,847
-0.3%
31,065
+2.1%
0.89%
+0.8%
Q2 2023$1,045,972
+6.6%
30,424
+5.8%
0.88%
-3.7%
Q1 2023$981,537
+8.6%
28,759
+4.8%
0.92%
+7.9%
Q4 2022$904,118
-55.2%
27,431
-57.8%
0.85%
-61.4%
Q3 2022$2,020,000
-10.5%
65,062
+0.3%
2.20%
-4.8%
Q2 2022$2,256,000
-10.4%
64,883
-0.5%
2.31%
+4.4%
Q1 2022$2,519,000
-1.8%
65,196
+5.4%
2.22%
+5.6%
Q4 2021$2,566,000
+5.9%
61,845
+8.5%
2.10%
-2.4%
Q3 2021$2,424,000
-2.5%
56,995
+4.3%
2.15%
-2.8%
Q2 2021$2,486,000
+3.0%
54,631
-0.9%
2.21%
-3.4%
Q1 2021$2,414,000
+119.5%
55,131
+111.4%
2.29%
+110.9%
Q4 2020$1,100,00026,0821.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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