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% | – |
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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% |