CALTON & ASSOCIATES, INC. - 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
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$334,0009,7380.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
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