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 | $14,236,456 | +23.5% | 424,087 | +26.5% | 0.02% | +26.7% |
| Q2 2023 | $11,524,280 | +46.4% | 335,203 | +45.3% | 0.02% | +36.4% |
| Q1 2023 | $7,873,053 | -10.2% | 230,679 | -13.3% | 0.01% | -15.4% |
| Q4 2022 | $8,768,253 | +72.6% | 266,030 | +62.6% | 0.01% | +44.4% |
| Q3 2022 | $5,079,000 | +16.6% | 163,649 | +30.6% | 0.01% | +28.6% |
| Q2 2022 | $4,356,000 | +11.7% | 125,311 | +24.2% | 0.01% | +16.7% |
| Q1 2022 | $3,898,000 | +43.8% | 100,900 | +54.4% | 0.01% | +50.0% |
| Q4 2021 | $2,710,000 | +35.8% | 65,336 | +39.3% | 0.00% | 0.0% |
| Q3 2021 | $1,995,000 | +10.9% | 46,913 | +18.7% | 0.00% | +33.3% |
| Q2 2021 | $1,799,000 | +18.7% | 39,532 | +14.2% | 0.00% | 0.0% |
| Q1 2021 | $1,516,000 | +38.7% | 34,624 | +33.5% | 0.00% | 0.0% |
| Q4 2020 | $1,093,000 | +57.0% | 25,928 | +36.2% | 0.00% | +50.0% |
| Q3 2020 | $696,000 | +34.6% | 19,034 | +23.1% | 0.00% | 0.0% |
| Q2 2020 | $517,000 | -1.3% | 15,466 | -16.0% | 0.00% | 0.0% |
| Q1 2020 | $524,000 | -26.2% | 18,413 | -2.5% | 0.00% | 0.0% |
| Q4 2019 | $710,000 | +450.4% | 18,884 | +402.0% | 0.00% | – |
| Q3 2019 | $129,000 | +38.7% | 3,762 | +44.7% | 0.00% | – |
| Q2 2019 | $93,000 | +121.4% | 2,599 | +119.3% | 0.00% | – |
| Q1 2019 | $42,000 | +223.1% | 1,185 | +196.2% | 0.00% | – |
| Q4 2018 | $13,000 | +225.0% | 400 | +254.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | +100.0% | 113 | +197.4% | 0.00% | – |
| Q2 2016 | $2,000 | – | 38 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |