SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,929,450 | -8.0% | 831,978 | -5.9% | 0.21% | -53.0% |
| Q2 2023 | $30,356,082 | -1.9% | 883,924 | -2.8% | 0.45% | -9.8% |
| Q1 2023 | $30,953,335 | -48.1% | 909,446 | -49.6% | 0.50% | -1.4% |
| Q4 2022 | $59,691,886 | +19.9% | 1,803,368 | +12.4% | 0.51% | +13.4% |
| Q3 2022 | $49,784,350 | +84.4% | 1,603,884 | +106.6% | 0.45% | -24.5% |
| Q2 2022 | $26,997,659 | +5.1% | 776,462 | +16.9% | 0.60% | -0.7% |
| Q1 2022 | $25,681,000 | -5.0% | 664,070 | +2.0% | 0.60% | -11.1% |
| Q4 2021 | $27,045,000 | – | 650,926 | – | 0.67% | – |
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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% |