COMPASS FINANCIAL ADVISORS LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$271,114
+12.4%
7,944
+8.6%
0.34%
+5.8%
Q4 2022$241,154
+5.8%
7,317
-0.3%
0.32%
-4.1%
Q3 2022$228,000
-6.2%
7,342
+5.2%
0.34%
+2.4%
Q2 2022$243,000
+7.5%
6,981
+19.4%
0.33%
+32.4%
Q1 2022$226,0005,8480.25%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders