SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,418 | -0.3% | 11,242 | +2.1% | 0.05% | +4.3% |
| Q2 2023 | $378,686 | -75.7% | 11,015 | -77.3% | 0.05% | -77.2% |
| Q1 2023 | $1,559,384 | +335.8% | 48,549 | +347.2% | 0.21% | +312.0% |
| Q4 2022 | $357,820 | +1.9% | 10,856 | -4.1% | 0.05% | -7.4% |
| Q3 2022 | $351,000 | +4.5% | 11,323 | +17.1% | 0.05% | +10.2% |
| Q2 2022 | $336,000 | -52.7% | 9,670 | -47.4% | 0.05% | -45.6% |
| Q1 2022 | $711,000 | +100.3% | 18,390 | +114.8% | 0.09% | +114.3% |
| Q4 2021 | $355,000 | +0.6% | 8,562 | +3.1% | 0.04% | -8.7% |
| Q3 2021 | $353,000 | -47.0% | 8,307 | -43.2% | 0.05% | -48.3% |
| Q2 2021 | $666,000 | -39.1% | 14,630 | -41.5% | 0.09% | -44.0% |
| Q1 2021 | $1,094,000 | +18.7% | 25,000 | +14.3% | 0.16% | +9.7% |
| Q4 2020 | $922,000 | +3.9% | 21,872 | -9.8% | 0.14% | -11.0% |
| Q3 2020 | $887,000 | +8.2% | 24,258 | -1.0% | 0.16% | +0.6% |
| Q2 2020 | $820,000 | +129.1% | 24,507 | +94.8% | 0.16% | +82.0% |
| Q1 2020 | $358,000 | -23.2% | 12,582 | +1.4% | 0.09% | -1.1% |
| Q4 2019 | $466,000 | +42.1% | 12,404 | +35.0% | 0.09% | +16.9% |
| Q1 2019 | $328,000 | +8.6% | 9,185 | -1.4% | 0.08% | -6.1% |
| Q4 2018 | $302,000 | 0.0% | 9,318 | +7.3% | 0.08% | +15.5% |
| Q3 2018 | $302,000 | -68.6% | 8,682 | -68.1% | 0.07% | -72.0% |
| Q2 2018 | $963,000 | -2.9% | 27,245 | +8.0% | 0.25% | -13.0% |
| Q1 2018 | $992,000 | +96.0% | 25,229 | +90.1% | 0.29% | +114.7% |
| Q4 2017 | $506,000 | – | 13,272 | – | 0.14% | – |
Download | ||||||
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% |