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 | $62,642 | -99.1% | 1,866 | -99.1% | 0.02% | -99.2% |
| Q2 2023 | $7,187,861 | +2.6% | 209,071 | +1.8% | 1.78% | -4.2% |
| Q1 2023 | $7,006,241 | +9.4% | 205,281 | +5.7% | 1.86% | -1.6% |
| Q4 2022 | $6,402,744 | +4.7% | 194,258 | -1.4% | 1.89% | -1.0% |
| Q3 2022 | $6,116,000 | -10.3% | 197,051 | +0.5% | 1.91% | -1.3% |
| Q2 2022 | $6,815,000 | -5.9% | 196,003 | +4.6% | 1.94% | +15.2% |
| Q1 2022 | $7,239,000 | -5.7% | 187,351 | +1.2% | 1.68% | +4.5% |
| Q4 2021 | $7,679,000 | +10.3% | 185,085 | +13.0% | 1.61% | +2.8% |
| Q3 2021 | $6,964,000 | -5.2% | 163,744 | +1.4% | 1.57% | -3.2% |
| Q2 2021 | $7,348,000 | +11.3% | 161,494 | +7.1% | 1.62% | +1.5% |
| Q1 2021 | $6,600,000 | -9.9% | 150,754 | -13.3% | 1.59% | -5.6% |
| Q4 2020 | $7,327,000 | +163.3% | 173,794 | +128.3% | 1.69% | +117.8% |
| Q3 2020 | $2,783,000 | – | 76,115 | – | 0.78% | – |
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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% |