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 700 filers reported holding SPDR INDEX SHS FDS in Q2 2024. 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
Q2 2024$20,100,579
+8.3%
533,597
+4.0%
0.53%
+4.7%
Q1 2024$18,565,458
+16.6%
513,000
+14.1%
0.51%
+10.0%
Q4 2023$15,918,470
+23.1%
449,547
+16.7%
0.46%
+4.8%
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 Q2 2024
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,469,729$53,733,00018.18%
HighMark Wealth Management LLC 260,294$9,516,0008.57%
Advisory Alpha, LLC 879,859$32,836,0007.05%
Financial Strategies Group, Inc. 262,102$9,582,0006.45%
Global Strategic Investment Solutions, LLC 668,174$24,428,0006.20%
Blueprint Investment Partners LLC 181,457$7,650,0006.04%
HARVEST GROUP WEALTH MANAGEMENT, LLC 191,885$7,015,0004.86%
ERn Financial, LLC 279,339$10,213,0004.78%
Sterneck Capital Management, LLC 148,389$5,425,0004.58%
CAPITAL WEALTH MANAGEMENT, LLC 123,809$4,526,0004.56%
View complete list of SPDR INDEX SHS FDS shareholders