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 | $1 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 37 | -11.9% | 0.00% | – |
| Q1 2023 | $1 | -50.0% | 42 | -33.3% | 0.00% | – |
| Q4 2022 | $2 | -100.0% | 63 | -97.8% | 0.00% | -100.0% |
| Q2 2022 | $101,000 | -17.2% | 2,899 | -7.8% | 0.01% | 0.0% |
| Q1 2022 | $122,000 | -10.9% | 3,145 | -4.4% | 0.01% | -7.7% |
| Q4 2021 | $137,000 | -2.8% | 3,291 | -0.7% | 0.01% | -13.3% |
| Q3 2021 | $141,000 | -18.5% | 3,313 | -13.1% | 0.02% | -16.7% |
| Q2 2021 | $173,000 | +7.5% | 3,811 | +3.8% | 0.02% | 0.0% |
| Q1 2021 | $161,000 | -22.2% | 3,673 | -25.1% | 0.02% | -30.8% |
| Q4 2020 | $207,000 | +15.0% | 4,902 | -0.5% | 0.03% | +8.3% |
| Q3 2020 | $180,000 | +5.3% | 4,926 | -3.4% | 0.02% | -4.0% |
| Q2 2020 | $171,000 | +13.2% | 5,102 | -3.9% | 0.02% | +4.2% |
| Q1 2020 | $151,000 | -9.6% | 5,310 | +19.0% | 0.02% | +4.3% |
| Q4 2019 | $167,000 | +19.3% | 4,462 | +8.9% | 0.02% | +21.1% |
| Q3 2019 | $140,000 | -88.1% | 4,096 | +24.5% | 0.02% | -88.3% |
| Q2 2019 | $1,178,000 | +554.4% | 3,291 | -35.0% | 0.16% | +1258.3% |
| Q1 2019 | $180,000 | +133.8% | 5,066 | +112.1% | 0.01% | -7.7% |
| Q4 2018 | $77,000 | +13.2% | 2,388 | +21.5% | 0.01% | +30.0% |
| Q3 2018 | $68,000 | +17.2% | 1,966 | +18.6% | 0.01% | 0.0% |
| Q2 2018 | $58,000 | -3.3% | 1,658 | +7.6% | 0.01% | 0.0% |
| Q1 2018 | $60,000 | – | 1,541 | – | 0.01% | – |
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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% |