SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,239 | +32.7% | 304,992 | +35.9% | 3.23% | +30.0% |
Q2 2023 | $7,713 | -47.3% | 224,344 | -47.7% | 2.48% | -0.8% |
Q1 2023 | $14,647 | +52.7% | 429,163 | +47.5% | 2.50% | +37.8% |
Q4 2022 | $9,591 | -99.9% | 290,990 | +2.4% | 1.82% | -2.0% |
Q3 2022 | $8,819,000 | +9.3% | 284,124 | +22.5% | 1.85% | +15.7% |
Q2 2022 | $8,066,000 | +89.7% | 231,985 | +110.8% | 1.60% | +12.8% |
Q1 2022 | $4,252,000 | +14.2% | 110,044 | +22.6% | 1.42% | +14.7% |
Q4 2021 | $3,723,000 | -59.3% | 89,737 | -58.3% | 1.24% | -61.6% |
Q3 2021 | $9,150,000 | +4.6% | 215,138 | +11.9% | 3.22% | -5.3% |
Q2 2021 | $8,751,000 | +4.3% | 192,339 | +0.3% | 3.40% | -4.1% |
Q1 2021 | $8,394,000 | +13.8% | 191,737 | +9.6% | 3.55% | -1.7% |
Q4 2020 | $7,374,000 | +12.6% | 174,915 | -2.3% | 3.61% | -4.1% |
Q3 2020 | $6,547,000 | +11.1% | 179,063 | +1.7% | 3.77% | -1.2% |
Q2 2020 | $5,894,000 | – | 176,151 | – | 3.81% | – |
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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% |