SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,061,152 | -2.6% | 31,610 | -0.3% | 0.10% | +2.0% |
| Q2 2023 | $1,089,713 | +0.9% | 31,696 | +0.2% | 0.10% | -3.9% |
| Q1 2023 | $1,079,613 | +0.7% | 31,632 | -2.7% | 0.10% | -2.9% |
| Q4 2022 | $1,071,707 | -2.2% | 32,515 | -7.9% | 0.10% | -12.5% |
| Q3 2022 | $1,096,000 | -11.5% | 35,310 | -0.9% | 0.12% | -8.4% |
| Q2 2022 | $1,239,000 | -10.0% | 35,644 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $1,377,000 | -5.0% | 35,644 | +2.1% | 0.13% | -5.1% |
| Q4 2021 | $1,449,000 | +2.6% | 34,917 | +5.2% | 0.14% | -5.5% |
| Q3 2021 | $1,412,000 | -8.8% | 33,191 | -2.5% | 0.14% | -37.2% |
| Q2 2021 | $1,548,000 | +3.3% | 34,030 | -0.5% | 0.23% | -24.5% |
| Q1 2021 | $1,498,000 | +4.4% | 34,214 | +0.5% | 0.31% | +1.7% |
| Q4 2020 | $1,435,000 | +15.7% | 34,037 | +0.4% | 0.30% | +2.0% |
| Q3 2020 | $1,240,000 | +7.7% | 33,914 | -1.4% | 0.30% | -1.0% |
| Q2 2020 | $1,151,000 | +28.9% | 34,407 | +9.7% | 0.30% | +11.2% |
| Q1 2020 | $893,000 | +311.5% | 31,376 | +443.4% | 0.27% | +405.7% |
| Q4 2019 | $217,000 | +14.2% | 5,774 | +4.4% | 0.05% | +10.4% |
| Q3 2019 | $190,000 | -1.6% | 5,530 | +2.5% | 0.05% | -2.0% |
| Q2 2019 | $193,000 | -0.5% | 5,396 | -0.6% | 0.05% | -3.9% |
| Q1 2019 | $194,000 | -61.4% | 5,430 | -65.0% | 0.05% | -61.9% |
| Q4 2018 | $502,000 | +188.5% | 15,528 | +210.4% | 0.13% | +197.8% |
| Q3 2018 | $174,000 | +20.0% | 5,003 | +22.2% | 0.04% | +18.4% |
| Q2 2018 | $145,000 | +6.6% | 4,095 | +18.0% | 0.04% | +5.6% |
| Q1 2018 | $136,000 | +183.3% | 3,471 | +175.9% | 0.04% | +200.0% |
| Q4 2017 | $48,000 | – | 1,258 | – | 0.01% | – |
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% |