ORBA Wealth Advisors, L.L.C. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 701 filers reported holding SPDR INDEX SHS FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ORBA Wealth Advisors, L.L.C. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$3,590,948
+8.5%
95,326
+4.2%
1.86%
+1.4%
Q1 2024$3,310,406
+3.1%
91,472
+0.9%
1.83%
-4.8%
Q4 2023$3,209,66090,6421.92%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2024
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