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 | $931,996 | -20.8% | 27,763 | -18.9% | 0.00% | -50.0% |
| Q2 2023 | $1,176,471 | -4.2% | 34,220 | -4.9% | 0.01% | +100.0% |
| Q1 2023 | $1,228,646 | +7.3% | 35,999 | +3.6% | 0.00% | 0.0% |
| Q4 2022 | $1,145,558 | -14.8% | 34,756 | -19.7% | 0.00% | -25.0% |
| Q3 2022 | $1,344,000 | -43.5% | 43,305 | -36.7% | 0.00% | -33.3% |
| Q2 2022 | $2,380,000 | +50.1% | 68,461 | +66.8% | 0.01% | +100.0% |
| Q1 2022 | $1,586,000 | +11.7% | 41,051 | +20.0% | 0.00% | 0.0% |
| Q4 2021 | $1,420,000 | +24.7% | 34,214 | +27.7% | 0.00% | 0.0% |
| Q3 2021 | $1,139,000 | -12.5% | 26,786 | -6.4% | 0.00% | 0.0% |
| Q2 2021 | $1,302,000 | +70.6% | 28,626 | +64.3% | 0.00% | +50.0% |
| Q1 2021 | $763,000 | +215.3% | 17,418 | +203.2% | 0.00% | +100.0% |
| Q4 2020 | $242,000 | +18.0% | 5,745 | +2.5% | 0.00% | 0.0% |
| Q3 2020 | $205,000 | -75.1% | 5,607 | -80.6% | 0.00% | -80.0% |
| Q1 2020 | $822,000 | -38.4% | 28,869 | -18.7% | 0.01% | -16.7% |
| Q4 2019 | $1,334,000 | +21.5% | 35,492 | +10.8% | 0.01% | 0.0% |
| Q3 2019 | $1,098,000 | -3.3% | 32,021 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $1,136,000 | -0.3% | 31,750 | -0.3% | 0.01% | 0.0% |
| Q1 2019 | $1,139,000 | -1.1% | 31,860 | -10.5% | 0.01% | -14.3% |
| Q4 2018 | $1,152,000 | -8.6% | 35,602 | -1.6% | 0.01% | +16.7% |
| Q3 2018 | $1,260,000 | -2.8% | 36,173 | -1.3% | 0.01% | -14.3% |
| Q2 2018 | $1,296,000 | -11.6% | 36,660 | -1.8% | 0.01% | -30.0% |
| Q1 2018 | $1,466,000 | +8.1% | 37,313 | +5.0% | 0.01% | +11.1% |
| Q4 2017 | $1,356,000 | – | 35,553 | – | 0.01% | – |
Download | ||||||
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% |