SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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% |