SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,525,118 | +0.1% | 551,835 | +2.5% | 0.44% | +2.4% |
| Q2 2023 | $18,504,055 | -4.3% | 538,221 | -5.0% | 0.42% | -12.6% |
| Q1 2023 | $19,330,689 | +5.8% | 566,384 | +2.1% | 0.49% | -10.5% |
| Q4 2022 | $18,276,125 | +97.8% | 554,494 | +86.3% | 0.54% | +69.7% |
| Q3 2022 | $9,241,000 | -2.0% | 297,708 | +9.8% | 0.32% | -3.9% |
| Q2 2022 | $9,431,000 | -6.9% | 271,229 | +3.4% | 0.33% | +5.0% |
| Q1 2022 | $10,134,000 | -27.0% | 262,260 | -21.7% | 0.32% | -23.6% |
| Q4 2021 | $13,890,000 | +6.7% | 334,768 | +9.4% | 0.42% | -5.9% |
| Q3 2021 | $13,012,000 | +3.5% | 305,946 | +10.7% | 0.44% | +1.6% |
| Q2 2021 | $12,574,000 | +5.2% | 276,342 | +1.2% | 0.43% | -2.0% |
| Q1 2021 | $11,952,000 | +0.3% | 273,010 | -3.4% | 0.44% | -6.1% |
| Q4 2020 | $11,914,000 | +12.6% | 282,587 | -2.4% | 0.47% | +0.9% |
| Q3 2020 | $10,583,000 | -14.1% | 289,476 | -21.3% | 0.47% | -20.5% |
| Q2 2020 | $12,313,000 | +2.2% | 367,988 | -13.1% | 0.59% | -16.0% |
| Q1 2020 | $12,050,000 | +59.5% | 423,409 | +110.6% | 0.70% | +104.4% |
| Q4 2019 | $7,557,000 | -2.6% | 201,048 | -11.1% | 0.34% | -5.8% |
| Q3 2019 | $7,755,000 | +0.6% | 226,239 | +5.1% | 0.36% | -1.6% |
| Q2 2019 | $7,707,000 | +2.9% | 215,330 | +2.8% | 0.37% | -5.1% |
| Q1 2019 | $7,490,000 | +10.8% | 209,455 | +0.3% | 0.39% | 0.0% |
| Q4 2018 | $6,759,000 | – | 208,869 | – | 0.39% | – |
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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% |