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 | $4,852,309 | +54.6% | 144,543 | +58.3% | 0.08% | +55.1% |
| Q2 2023 | $3,139,444 | +13.0% | 91,316 | +12.2% | 0.05% | +6.5% |
| Q1 2023 | $2,778,967 | +46.9% | 81,423 | +41.9% | 0.05% | +35.3% |
| Q4 2022 | $1,891,904 | +36.3% | 57,400 | +28.3% | 0.03% | -8.1% |
| Q3 2022 | $1,388,000 | -15.9% | 44,724 | -5.7% | 0.04% | -2.6% |
| Q2 2022 | $1,650,000 | -6.9% | 47,444 | +3.4% | 0.04% | +8.6% |
| Q1 2022 | $1,773,000 | +100.1% | 45,876 | +114.9% | 0.04% | +94.4% |
| Q4 2021 | $886,000 | +111.5% | 21,346 | +116.6% | 0.02% | +125.0% |
| Q3 2021 | $419,000 | +17.7% | 9,856 | +25.8% | 0.01% | 0.0% |
| Q2 2021 | $356,000 | +39.1% | 7,834 | +34.2% | 0.01% | +14.3% |
| Q1 2021 | $256,000 | +12.3% | 5,836 | -14.4% | 0.01% | -30.0% |
| Q2 2020 | $228,000 | -46.4% | 6,815 | -54.4% | 0.01% | -56.5% |
| Q1 2020 | $425,000 | +13.9% | 14,946 | +51.1% | 0.02% | +43.8% |
| Q4 2019 | $373,000 | +38.1% | 9,889 | +26.4% | 0.02% | +33.3% |
| Q3 2019 | $270,000 | +31.7% | 7,823 | +37.3% | 0.01% | +20.0% |
| Q1 2019 | $205,000 | -95.9% | 5,696 | -95.6% | 0.01% | -96.7% |
| Q1 2018 | $5,041,000 | – | 128,370 | – | 0.30% | – |
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% |