SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604 | +125.4% | 18 | -99.8% | 0.00% | -100.0% |
| Q2 2023 | $268 | -50.8% | 7,805 | -51.2% | 0.04% | -51.7% |
| Q1 2023 | $545 | +4.6% | 15,979 | +1.1% | 0.09% | -9.2% |
| Q4 2022 | $521 | -13.7% | 15,809 | +87727.8% | 0.10% | – |
| Q3 2022 | $604 | -100.0% | 18 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $1,442,000 | +153.4% | 42,283 | +187.5% | 0.32% | +178.4% |
| Q1 2022 | $569,000 | – | 14,705 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |