David Kennon Inc - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
David Kennon Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$5,107,094
-0.7%
152,103
+1.7%
2.45%
+2.2%
Q2 2023$5,141,889
+3.3%
149,560
+2.5%
2.40%
-1.4%
Q1 2023$4,979,395
-15.2%
145,895
-18.1%
2.43%
-20.5%
Q4 2022$5,870,834
+6.4%
178,120
+0.2%
3.06%
+0.7%
Q3 2022$5,518,000177,7803.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders