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 | $574,535 | +1.6% | 17,115 | +4.1% | 0.07% | +11.1% |
| Q2 2023 | $565,301 | +72.8% | 16,442 | +71.5% | 0.06% | +70.3% |
| Q1 2023 | $327,229 | -1.4% | 9,588 | -4.7% | 0.04% | 0.0% |
| Q4 2022 | $331,712 | -99.9% | 10,064 | -0.8% | 0.04% | +2.8% |
| Q3 2022 | $314,854,000 | -13.3% | 10,143 | -2.9% | 0.04% | -7.7% |
| Q2 2022 | $363,350,000 | +91194.0% | 10,450 | +1.4% | 0.04% | +8.3% |
| Q1 2022 | $398,000 | +5.3% | 10,301 | +13.2% | 0.04% | +28.6% |
| Q4 2021 | $378,000 | +13.9% | 9,100 | +16.7% | 0.03% | +12.0% |
| Q3 2021 | $332,000 | +9.9% | 7,799 | +17.6% | 0.02% | +13.6% |
| Q2 2021 | $302,000 | +23.8% | 6,631 | +18.8% | 0.02% | +15.8% |
| Q1 2021 | $244,000 | – | 5,581 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |