FirstPurpose Wealth 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
FirstPurpose Wealth LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$556,743
+6.2%
16,585
+8.8%
0.24%
+7.1%
Q2 2023$524,245
+25.0%
15,249
+24.1%
0.22%
+8.2%
Q1 2023$419,464
-27.2%
12,290
-29.7%
0.21%
-35.7%
Q4 2022$576,411
+126.9%
17,488
+113.5%
0.32%
+92.8%
Q3 2022$254,0008,1910.17%
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