SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,460,631 | -3.3% | 103,087 | -1.0% | 0.71% | +0.6% |
Q2 2023 | $3,579,715 | +0.6% | 104,122 | -0.1% | 0.71% | -2.9% |
Q1 2023 | $3,558,701 | +4.3% | 104,269 | +0.7% | 0.73% | 0.0% |
Q4 2022 | $3,412,481 | -2.9% | 103,534 | -8.5% | 0.73% | -4.2% |
Q3 2022 | $3,513,000 | -9.6% | 113,186 | +1.3% | 0.76% | -4.4% |
Q2 2022 | $3,886,000 | +14.6% | 111,758 | +27.3% | 0.79% | +29.1% |
Q1 2022 | $3,391,000 | +0.5% | 87,765 | +7.9% | 0.62% | +3.7% |
Q4 2021 | $3,374,000 | -2.6% | 81,312 | -0.1% | 0.59% | -6.2% |
Q3 2021 | $3,463,000 | -6.7% | 81,418 | -0.1% | 0.63% | -6.2% |
Q2 2021 | $3,710,000 | +0.6% | 81,536 | -3.2% | 0.67% | -3.3% |
Q1 2021 | $3,689,000 | -0.7% | 84,251 | -4.4% | 0.70% | -8.4% |
Q4 2020 | $3,714,000 | +13.6% | 88,103 | -1.5% | 0.76% | +9.7% |
Q3 2020 | $3,270,000 | +6.3% | 89,448 | -2.7% | 0.69% | +2.7% |
Q2 2020 | $3,075,000 | +146.6% | 91,892 | +109.8% | 0.68% | +108.0% |
Q1 2020 | $1,247,000 | -11.1% | 43,801 | +17.4% | 0.32% | +2.5% |
Q4 2019 | $1,402,000 | +9.5% | 37,305 | -0.1% | 0.32% | +2.6% |
Q3 2019 | $1,280,000 | +67.8% | 37,332 | +75.2% | 0.31% | +63.5% |
Q2 2019 | $763,000 | +80.0% | 21,311 | +79.7% | 0.19% | +76.6% |
Q1 2019 | $424,000 | +11.6% | 11,860 | +0.9% | 0.11% | +1.9% |
Q4 2018 | $380,000 | +2011.1% | 11,754 | +2200.2% | 0.10% | +2000.0% |
Q3 2018 | $18,000 | – | 511 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
KWB Wealth | 780,829 | $32,397,000 | 5.40% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |