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 | $374,227 | -2.3% | 11,148 | +0.1% | 0.06% | +1.8% |
| Q2 2023 | $382,976 | +29.1% | 11,140 | +28.2% | 0.06% | +24.4% |
| Q1 2023 | $296,658 | +7.7% | 8,692 | +4.0% | 0.04% | +4.7% |
| Q4 2022 | $275,402 | +9.7% | 8,356 | +3.1% | 0.04% | +2.4% |
| Q3 2022 | $251,000 | +3.7% | 8,102 | +16.6% | 0.04% | +5.0% |
| Q2 2022 | $242,000 | -56.8% | 6,948 | -52.1% | 0.04% | -48.1% |
| Q1 2022 | $560,000 | -13.4% | 14,500 | -7.0% | 0.08% | -3.8% |
| Q4 2021 | $647,000 | +6.2% | 15,594 | +8.9% | 0.08% | -3.6% |
| Q3 2021 | $609,000 | -6.0% | 14,326 | +0.5% | 0.08% | -4.6% |
| Q2 2021 | $648,000 | +5.7% | 14,248 | +1.7% | 0.09% | -3.3% |
| Q1 2021 | $613,000 | +6.2% | 14,012 | +2.4% | 0.09% | +3.4% |
| Q4 2020 | $577,000 | +16.6% | 13,683 | +1.1% | 0.09% | +1.2% |
| Q3 2020 | $495,000 | +5.8% | 13,535 | -3.2% | 0.09% | -8.5% |
| Q2 2020 | $468,000 | -75.3% | 13,980 | -79.0% | 0.09% | -76.3% |
| Q1 2020 | $1,895,000 | +501.6% | 66,585 | +695.8% | 0.40% | +561.7% |
| Q4 2019 | $315,000 | -56.6% | 8,367 | -60.5% | 0.06% | -59.7% |
| Q3 2019 | $726,000 | +15.8% | 21,171 | +20.9% | 0.15% | +15.5% |
| Q2 2019 | $627,000 | +17.4% | 17,511 | +17.4% | 0.13% | +11.2% |
| Q1 2019 | $534,000 | +15.3% | 14,920 | +12.3% | 0.12% | +20.8% |
| Q3 2018 | $463,000 | -5.3% | 13,286 | -3.9% | 0.10% | -15.8% |
| Q2 2018 | $489,000 | – | 13,830 | – | 0.11% | – |
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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% |