SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 62 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $471,323 | -2.4% | 14,040 | 0.0% | 0.09% | +3.3% |
Q2 2023 | $482,695 | +0.7% | 14,040 | 0.0% | 0.09% | -7.2% |
Q1 2023 | $479,185 | +3.5% | 14,040 | 0.0% | 0.10% | +2.1% |
Q4 2022 | $462,758 | -26.1% | 14,040 | -30.4% | 0.10% | -34.9% |
Q3 2022 | $626,000 | +77.3% | 20,160 | +98.4% | 0.15% | +92.1% |
Q2 2022 | $353,000 | -10.2% | 10,160 | 0.0% | 0.08% | -15.6% |
Q1 2022 | $393,000 | -6.9% | 10,160 | 0.0% | 0.09% | -4.3% |
Q4 2021 | $422,000 | -2.3% | 10,160 | 0.0% | 0.09% | -14.5% |
Q3 2021 | $432,000 | -6.5% | 10,160 | 0.0% | 0.11% | -6.8% |
Q2 2021 | $462,000 | +3.8% | 10,160 | 0.0% | 0.12% | -4.1% |
Q1 2021 | $445,000 | +34.4% | 10,160 | +6.8% | 0.12% | -5.4% |
Q3 2018 | $331,000 | -1.5% | 9,510 | 0.0% | 0.13% | -5.8% |
Q2 2018 | $336,000 | -10.2% | 9,510 | 0.0% | 0.14% | -15.9% |
Q1 2018 | $374,000 | +3.0% | 9,510 | 0.0% | 0.16% | +10.8% |
Q4 2017 | $363,000 | -14.6% | 9,510 | +62.0% | 0.15% | -14.9% |
Q3 2017 | $425,000 | +8.7% | 5,870 | 0.0% | 0.17% | +3.0% |
Q2 2017 | $391,000 | +3.7% | 5,870 | 0.0% | 0.17% | +3.0% |
Q1 2017 | $377,000 | +12.2% | 5,870 | 0.0% | 0.16% | +32.3% |
Q4 2016 | $336,000 | -20.9% | 5,870 | -16.3% | 0.12% | -24.4% |
Q3 2016 | $425,000 | +9.3% | 7,010 | 0.0% | 0.16% | +3.1% |
Q2 2016 | $389,000 | +1.3% | 7,010 | 0.0% | 0.16% | -9.1% |
Q1 2016 | $384,000 | +5.2% | 7,010 | 0.0% | 0.18% | -0.6% |
Q4 2015 | $365,000 | -0.5% | 7,010 | 0.0% | 0.18% | -7.9% |
Q3 2015 | $367,000 | -18.8% | 7,010 | 0.0% | 0.19% | -10.7% |
Q2 2015 | $452,000 | +0.4% | 7,010 | 0.0% | 0.21% | +0.5% |
Q1 2015 | $450,000 | +2.0% | 7,010 | 0.0% | 0.21% | -4.5% |
Q4 2014 | $441,000 | -5.4% | 7,010 | 0.0% | 0.22% | -12.2% |
Q3 2014 | $466,000 | -1.7% | 7,010 | 0.0% | 0.25% | +3.3% |
Q2 2014 | $474,000 | -45.1% | 7,010 | -48.6% | 0.25% | -51.8% |
Q1 2014 | $864,000 | -14.7% | 13,633 | -13.0% | 0.51% | -23.4% |
Q4 2013 | $1,013,000 | +2.4% | 15,663 | 0.0% | 0.67% | -6.6% |
Q3 2013 | $989,000 | +5.9% | 15,663 | 0.0% | 0.71% | +4.9% |
Q2 2013 | $934,000 | – | 15,663 | – | 0.68% | – |
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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% |