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 | $21,359,819 | -2.4% | 636,277 | -0.1% | 0.42% | +14.4% |
| Q2 2023 | $21,893,906 | +3.0% | 636,821 | +2.3% | 0.37% | +13.6% |
| Q1 2023 | $21,247,973 | +3.5% | 622,560 | -0.1% | 0.32% | +6.6% |
| Q4 2022 | $20,530,804 | +7.1% | 622,900 | +0.9% | 0.30% | +27.8% |
| Q3 2022 | $19,169,000 | -14.1% | 617,573 | -3.7% | 0.24% | -10.2% |
| Q2 2022 | $22,306,000 | -8.9% | 641,528 | +1.2% | 0.26% | +45.9% |
| Q1 2022 | $24,490,000 | -13.8% | 633,788 | +1.5% | 0.18% | -2.7% |
| Q2 2021 | $28,425,000 | +3.9% | 624,722 | 0.0% | 0.19% | -39.6% |
| Q1 2021 | $27,350,000 | +3.8% | 624,722 | -0.1% | 0.31% | -53.0% |
| Q4 2020 | $26,360,000 | +16.6% | 625,247 | +1.1% | 0.66% | -50.2% |
| Q3 2020 | $22,603,000 | +9.2% | 618,241 | -0.1% | 1.32% | -10.0% |
| Q2 2020 | $20,703,000 | +18.5% | 618,724 | +0.8% | 1.46% | -7.3% |
| Q1 2020 | $17,475,000 | -24.4% | 614,029 | -0.1% | 1.58% | -20.7% |
| Q4 2019 | $23,105,000 | +11.7% | 614,654 | +1.9% | 1.99% | +138.2% |
| Q3 2019 | $20,681,000 | – | 603,303 | – | 0.84% | – |
Download | ||||||
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% |