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 | $204,799 | -3.3% | 6,101 | -1.0% | 0.03% | +14.3% |
| Q2 2023 | $211,872 | +4.0% | 6,163 | +3.3% | 0.03% | +3.7% |
| Q1 2023 | $203,656 | -6.6% | 5,967 | -14.8% | 0.03% | -12.9% |
| Q3 2022 | $218,000 | -6.8% | 7,007 | +4.0% | 0.03% | -3.1% |
| Q2 2022 | $234,000 | -10.7% | 6,737 | -0.8% | 0.03% | +3.2% |
| Q1 2022 | $262,000 | -30.7% | 6,789 | -32.5% | 0.03% | -39.2% |
| Q4 2019 | $378,000 | -10.6% | 10,065 | -18.5% | 0.05% | -8.9% |
| Q3 2019 | $423,000 | +27.4% | 12,353 | +33.1% | 0.06% | +19.1% |
| Q2 2019 | $332,000 | +4.1% | 9,278 | +3.9% | 0.05% | +2.2% |
| Q1 2019 | $319,000 | – | 8,931 | – | 0.05% | – |
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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% |