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 | $264,867 | -16.8% | 7,890 | -14.8% | 0.09% | -8.7% |
Q2 2023 | $318,531 | -42.6% | 9,265 | -43.0% | 0.10% | +7.3% |
Q1 2023 | $554,544 | +149.9% | 16,248 | +141.3% | 0.10% | +20.0% |
Q4 2022 | $221,920 | -14.0% | 6,733 | -19.1% | 0.08% | -16.7% |
Q3 2022 | $258,000 | -14.9% | 8,323 | -4.5% | 0.10% | -11.9% |
Q2 2022 | $303,000 | -7.1% | 8,717 | +3.4% | 0.11% | +12.4% |
Q1 2022 | $326,000 | 0.0% | 8,432 | +7.4% | 0.10% | +6.6% |
Q4 2021 | $326,000 | -2.4% | 7,853 | 0.0% | 0.09% | -13.3% |
Q3 2021 | $334,000 | -6.4% | 7,853 | 0.0% | 0.10% | 0.0% |
Q2 2021 | $357,000 | +7.5% | 7,853 | +3.5% | 0.10% | +1.9% |
Q1 2021 | $332,000 | +3.1% | 7,586 | -0.6% | 0.10% | -9.6% |
Q4 2020 | $322,000 | +43.8% | 7,635 | +24.8% | 0.11% | +21.3% |
Q3 2020 | $224,000 | -12.5% | 6,120 | -10.5% | 0.09% | -13.8% |
Q4 2019 | $256,000 | – | 6,835 | – | 0.11% | – |
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% |