SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,137,838 | -37.6% | 33,894 | -36.1% | 0.04% | -34.8% |
| Q2 2023 | $1,824,801 | +1.6% | 53,077 | +0.8% | 0.07% | +10.0% |
| Q1 2023 | $1,796,428 | +19.4% | 52,634 | +15.3% | 0.06% | +11.1% |
| Q4 2022 | $1,504,945 | +20.4% | 45,659 | +13.4% | 0.05% | +12.5% |
| Q3 2022 | $1,250,000 | -13.0% | 40,266 | -2.5% | 0.05% | -4.0% |
| Q2 2022 | $1,436,000 | +7.8% | 41,293 | +19.8% | 0.05% | +25.0% |
| Q1 2022 | $1,332,000 | +2.9% | 34,464 | +10.5% | 0.04% | +11.1% |
| Q4 2021 | $1,294,000 | +4.9% | 31,181 | +7.4% | 0.04% | -2.7% |
| Q3 2021 | $1,234,000 | +10.2% | 29,025 | +17.9% | 0.04% | +12.1% |
| Q2 2021 | $1,120,000 | +26.4% | 24,622 | +21.7% | 0.03% | +17.9% |
| Q1 2021 | $886,000 | +31.3% | 20,238 | +26.4% | 0.03% | +21.7% |
| Q4 2020 | $675,000 | +15.2% | 16,008 | -0.1% | 0.02% | 0.0% |
| Q3 2020 | $586,000 | +122.0% | 16,021 | +103.1% | 0.02% | +91.7% |
| Q2 2020 | $264,000 | -42.4% | 7,890 | -35.3% | 0.01% | -36.8% |
| Q4 2019 | $458,000 | -5.2% | 12,194 | -13.4% | 0.02% | -17.4% |
| Q3 2019 | $483,000 | +56.8% | 14,078 | +63.7% | 0.02% | +43.8% |
| Q2 2019 | $308,000 | +8.5% | 8,601 | +8.4% | 0.02% | 0.0% |
| Q1 2019 | $284,000 | – | 7,938 | – | 0.02% | – |
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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% |