SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,386,695 | +24.8% | 190,250 | +27.8% | 0.54% | +25.4% |
| Q2 2023 | $5,117,340 | +5.5% | 148,846 | +4.8% | 0.43% | +0.2% |
| Q1 2023 | $4,848,769 | -4.0% | 142,068 | -7.3% | 0.43% | -12.5% |
| Q4 2022 | $5,049,083 | +16.6% | 153,188 | +9.8% | 0.49% | +7.0% |
| Q3 2022 | $4,331,000 | -11.7% | 139,515 | -1.1% | 0.46% | -10.6% |
| Q2 2022 | $4,907,000 | -4.3% | 141,121 | +6.3% | 0.51% | +8.7% |
| Q1 2022 | $5,127,000 | -21.2% | 132,702 | -15.3% | 0.47% | -18.4% |
| Q4 2021 | $6,503,000 | +5.8% | 156,746 | +8.5% | 0.58% | -3.4% |
| Q3 2021 | $6,146,000 | +0.3% | 144,507 | +7.3% | 0.60% | -3.1% |
| Q2 2021 | $6,128,000 | +11.2% | 134,691 | +3.0% | 0.62% | -1.3% |
| Q4 2020 | $5,513,000 | +66.7% | 130,754 | +32.3% | 0.62% | +2.8% |
| Q2 2020 | $3,308,000 | +1064.8% | 98,856 | +1027.5% | 0.61% | +877.4% |
| Q4 2018 | $284,000 | – | 8,768 | – | 0.06% | – |
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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% |