SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,707 | +20.3% | 12,562 | +23.2% | 0.02% | +20.0% |
| Q2 2023 | $350,539 | +42.8% | 10,196 | +41.8% | 0.02% | +36.4% |
| Q1 2023 | $245,395 | +3.6% | 7,190 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $236,982 | +7.2% | 7,190 | +1.0% | 0.01% | -8.3% |
| Q3 2022 | $221,000 | +0.9% | 7,119 | +13.1% | 0.01% | +9.1% |
| Q2 2022 | $219,000 | -9.9% | 6,293 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $243,000 | -6.9% | 6,293 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $261,000 | -2.6% | 6,293 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $268,000 | -6.3% | 6,293 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $286,000 | +23.3% | 6,293 | +18.7% | 0.01% | +16.7% |
| Q1 2021 | $232,000 | +4.0% | 5,300 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $223,000 | -41.9% | 5,300 | -49.5% | 0.01% | -51.9% |
| Q3 2020 | $384,000 | +9.4% | 10,500 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $351,000 | -8.6% | 10,500 | -22.2% | 0.03% | -25.0% |
| Q1 2020 | $384,000 | -24.3% | 13,500 | 0.0% | 0.04% | -14.3% |
| Q4 2019 | $507,000 | +9.5% | 13,500 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $463,000 | -19.2% | 13,500 | -15.6% | 0.04% | -21.8% |
| Q2 2019 | $573,000 | +0.2% | 16,000 | 0.0% | 0.06% | -3.5% |
| Q1 2019 | $572,000 | +10.4% | 16,000 | 0.0% | 0.06% | +5.6% |
| Q4 2018 | $518,000 | – | 16,000 | – | 0.05% | – |
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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% |