AXXCESS WEALTH MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,927,283
+381.9%
385,085
+393.5%
0.44%
+127.3%
Q2 2023$2,682,489
+55.5%
78,025
+54.4%
0.19%
+48.1%
Q1 2023$1,724,884
+10.1%
50,539
+6.4%
0.13%
+1.6%
Q4 2022$1,566,181
+38.0%
47,518
+30.0%
0.13%
+20.6%
Q3 2022$1,135,000
+47.0%
36,560
+64.7%
0.11%
+50.7%
Q2 2022$772,000
-14.3%
22,192
-4.8%
0.07%
+1.4%
Q1 2022$901,000
+38.8%
23,319
+49.1%
0.07%
+48.9%
Q4 2021$649,00015,6350.05%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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