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 | $4,766,301 | +0.4% | 141,981 | +2.8% | 1.65% | +5.0% |
| Q2 2023 | $4,746,779 | +3.5% | 138,068 | +2.8% | 1.57% | -0.4% |
| Q1 2023 | $4,584,492 | +7.9% | 134,324 | +4.2% | 1.58% | +1.9% |
| Q4 2022 | $4,249,052 | +5.1% | 128,915 | -1.0% | 1.55% | +2.3% |
| Q3 2022 | $4,043,000 | -4.8% | 130,270 | +6.6% | 1.51% | -0.1% |
| Q2 2022 | $4,249,000 | -5.2% | 122,228 | +5.3% | 1.51% | +8.5% |
| Q1 2022 | $4,484,000 | -2.5% | 116,053 | +4.7% | 1.40% | +0.6% |
| Q4 2021 | $4,598,000 | +5.0% | 110,831 | +7.7% | 1.39% | -1.1% |
| Q3 2021 | $4,377,000 | -0.5% | 102,933 | +6.5% | 1.40% | -3.4% |
| Q2 2021 | $4,397,000 | +8.6% | 96,642 | +4.5% | 1.45% | +3.6% |
| Q1 2021 | $4,050,000 | +11.5% | 92,519 | +7.4% | 1.40% | +3.5% |
| Q4 2020 | $3,632,000 | +18.0% | 86,152 | +2.3% | 1.36% | +5.4% |
| Q3 2020 | $3,077,000 | +11.0% | 84,174 | +1.6% | 1.29% | +7.6% |
| Q2 2020 | $2,772,000 | +26.2% | 82,867 | +7.3% | 1.20% | +7.5% |
| Q1 2020 | $2,197,000 | -23.9% | 77,226 | +0.5% | 1.11% | -8.5% |
| Q4 2019 | $2,887,000 | +11.7% | 76,819 | +1.9% | 1.22% | +5.3% |
| Q3 2019 | $2,585,000 | -3.8% | 75,419 | +0.4% | 1.15% | -6.6% |
| Q2 2019 | $2,688,000 | -9.4% | 75,123 | -9.4% | 1.24% | -11.7% |
| Q1 2019 | $2,966,000 | +11.8% | 82,946 | +1.2% | 1.40% | +2.0% |
| Q4 2018 | $2,652,000 | +11.4% | 81,971 | +19.9% | 1.37% | +27.7% |
| Q3 2018 | $2,380,000 | +36.5% | 68,339 | +38.5% | 1.07% | +32.3% |
| Q2 2018 | $1,743,000 | +9.3% | 49,340 | +21.6% | 0.81% | +8.0% |
| Q1 2018 | $1,594,000 | – | 40,564 | – | 0.75% | – |
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% |