ENCOMPASS WEALTH ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$261,000
-6.8%
6,7440.0%0.07%
-2.9%
Q4 2021$280,000
-2.1%
6,7440.0%0.07%
-9.3%
Q3 2021$286,000
-6.5%
6,7440.0%0.08%0.0%
Q2 2021$306,000
+3.7%
6,7440.0%0.08%0.0%
Q1 2021$295,0006,7440.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2022
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders