SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,603,977 | +2.2% | 107,357 | +4.7% | 0.34% | +4.7% |
| Q2 2023 | $3,526,531 | +2.8% | 102,575 | +2.0% | 0.32% | -2.4% |
| Q1 2023 | $3,431,191 | +10.7% | 100,533 | +6.9% | 0.33% | +4.5% |
| Q4 2022 | $3,100,514 | +15.8% | 94,069 | +9.1% | 0.31% | +5.0% |
| Q3 2022 | $2,677,000 | +0.8% | 86,245 | +12.9% | 0.30% | +5.7% |
| Q2 2022 | $2,656,000 | +5.9% | 76,401 | +17.7% | 0.28% | +19.4% |
| Q1 2022 | $2,507,000 | +14.1% | 64,887 | +22.5% | 0.24% | +19.1% |
| Q4 2021 | $2,198,000 | +27.6% | 52,984 | +30.8% | 0.20% | +17.1% |
| Q3 2021 | $1,723,000 | +22.1% | 40,504 | +30.6% | 0.17% | +18.1% |
| Q2 2021 | $1,411,000 | +41.4% | 31,017 | +36.1% | 0.14% | +33.3% |
| Q1 2021 | $998,000 | +87.9% | 22,796 | +80.9% | 0.11% | +77.0% |
| Q4 2020 | $531,000 | +137.1% | 12,604 | +105.6% | 0.06% | +103.3% |
| Q3 2020 | $224,000 | – | 6,131 | – | 0.03% | – |
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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% |