SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,273,138 | -8.6% | 37,925 | -6.4% | 0.27% | -3.5% |
| Q2 2023 | $1,392,592 | -18.1% | 40,506 | -21.5% | 0.28% | -19.4% |
| Q1 2023 | $1,699,715 | 0.0% | 51,569 | 0.0% | 0.35% | 0.0% |
| Q4 2022 | $1,699,715 | +4.8% | 51,569 | -1.3% | 0.35% | -9.3% |
| Q3 2022 | $1,622,000 | -13.1% | 52,252 | -2.7% | 0.39% | -9.2% |
| Q2 2022 | $1,866,000 | -1.8% | 53,675 | +9.2% | 0.42% | +1.9% |
| Q1 2022 | $1,900,000 | -16.5% | 49,165 | -10.4% | 0.42% | -16.4% |
| Q4 2021 | $2,276,000 | +29.8% | 54,862 | +33.1% | 0.50% | +27.0% |
| Q3 2021 | $1,753,000 | -5.0% | 41,223 | +1.7% | 0.39% | -7.5% |
| Q2 2021 | $1,845,000 | +1.4% | 40,539 | -2.5% | 0.42% | -13.8% |
| Q1 2021 | $1,820,000 | +22.8% | 41,581 | +18.3% | 0.49% | +9.6% |
| Q4 2020 | $1,482,000 | +17.6% | 35,141 | +2.0% | 0.45% | +6.4% |
| Q3 2020 | $1,260,000 | +9.0% | 34,458 | -0.2% | 0.42% | +4.2% |
| Q2 2020 | $1,156,000 | +32.4% | 34,538 | +12.5% | 0.41% | +21.2% |
| Q1 2020 | $873,000 | -4.7% | 30,692 | +25.9% | 0.34% | +20.9% |
| Q4 2019 | $916,000 | +22.0% | 24,377 | +11.3% | 0.28% | +17.4% |
| Q3 2019 | $751,000 | +15.2% | 21,897 | +20.1% | 0.24% | +14.0% |
| Q2 2019 | $652,000 | +6.9% | 18,231 | +6.8% | 0.21% | +6.7% |
| Q1 2019 | $610,000 | +12.5% | 17,070 | +2.0% | 0.19% | +0.5% |
| Q4 2018 | $542,000 | – | 16,735 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |