SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,772,028 | -6.2% | 82,575 | -4.0% | 0.22% | -0.5% |
| Q2 2023 | $2,956,768 | -3.7% | 86,003 | -4.4% | 0.22% | -7.5% |
| Q1 2023 | $3,069,915 | -26.9% | 89,948 | -29.4% | 0.24% | -32.6% |
| Q4 2022 | $4,197,619 | +79.6% | 127,355 | +69.1% | 0.36% | +64.1% |
| Q3 2022 | $2,337,000 | -20.2% | 75,300 | -10.6% | 0.22% | -16.2% |
| Q2 2022 | $2,929,000 | -28.3% | 84,241 | -20.3% | 0.26% | -18.8% |
| Q1 2022 | $4,084,000 | -37.6% | 105,681 | -33.0% | 0.32% | -34.6% |
| Q4 2021 | $6,547,000 | +53.8% | 157,786 | +57.6% | 0.49% | +39.8% |
| Q3 2021 | $4,257,000 | -28.1% | 100,099 | -23.0% | 0.35% | -28.6% |
| Q2 2021 | $5,917,000 | +10.6% | 130,039 | +6.5% | 0.49% | +7.0% |
| Q1 2021 | $5,348,000 | – | 122,144 | – | 0.46% | – |
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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% |