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 | $910,296 | -80.5% | 27,116 | -80.0% | 0.08% | -84.1% |
| Q2 2023 | $4,656,838 | +1.2% | 135,452 | +0.4% | 0.53% | -35.5% |
| Q1 2023 | $4,603,285 | +6.6% | 134,875 | +3.0% | 0.82% | +43.2% |
| Q4 2022 | $4,317,365 | +20.8% | 130,988 | +13.8% | 0.57% | +30.9% |
| Q3 2022 | $3,573,000 | -9.0% | 115,094 | +2.0% | 0.44% | -7.0% |
| Q2 2022 | $3,925,000 | +2.1% | 112,878 | +13.5% | 0.47% | +0.6% |
| Q1 2022 | $3,843,000 | -14.7% | 99,452 | -8.4% | 0.47% | -49.3% |
| Q4 2021 | $4,504,000 | – | 108,568 | – | 0.92% | – |
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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% |