CALTON & ASSOCIATES, INC. - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$520,628
-0.5%
15,143
-1.2%
0.24%0.0%
Q1 2023$523,298
-0.8%
15,332
-4.2%
0.24%
+19.1%
Q4 2022$527,607
+8.6%
16,007
+2.0%
0.20%
-26.6%
Q3 2022$486,000
-21.0%
15,686
-11.4%
0.28%
-18.7%
Q2 2022$615,000
-10.2%
17,695
-0.2%
0.34%
+68.5%
Q1 2022$685,000
-4.6%
17,738
+2.4%
0.20%
+5.7%
Q4 2021$718,000
+2.1%
17,314
+4.7%
0.19%
+24.7%
Q3 2021$703,000
-0.1%
16,535
+6.9%
0.15%
+14.9%
Q2 2021$704,000
+8.6%
15,465
+4.6%
0.13%
+6.3%
Q1 2021$648,000
+21.3%
14,790
+16.9%
0.13%
+32.6%
Q4 2020$534,000
+27.8%
12,656
+10.7%
0.10%
+10.5%
Q3 2020$418,000
+9.7%
11,437
+0.4%
0.09%
+3.6%
Q2 2020$381,000
-0.3%
11,395
-15.0%
0.08%
-12.6%
Q1 2020$382,000
-28.3%
13,411
-5.5%
0.10%
-11.2%
Q4 2019$533,000
+59.6%
14,189
+45.7%
0.11%
+44.6%
Q3 2019$334,000–9,738–0.07%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,649,648$54,372,40514.42%
HighMark Wealth Management LLC 345,517$11,382,5678.58%
Brown Financial Advisory 244,564$8,060,8298.32%
HERITAGE WEALTH MANAGEMENT, LLC 1,412,802$46,565,9526.65%
Sterneck Capital Management, LLC 300,546$9,905,9836.57%
Luken Investment Analytics, LLC 306,583$10,104,9766.45%
Financial Strategies Group, Inc. 466,111$15,363,0176.38%
CAPITAL WEALTH MANAGEMENT, LLC 279,102$9,199,2026.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 228,343$7,526,2594.94%
WALLER FINANCIAL PLANNING GROUP, INC 465,312$15,336,6724.45%
View complete list of SPDR INDEX SHS FDS shareholders