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

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 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 Q2 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders