SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,727,599 | -8.4% | 111,040 | -6.2% | 0.18% | -3.2% |
| Q2 2023 | $4,069,859 | -0.7% | 118,379 | -1.4% | 0.19% | -11.8% |
| Q1 2023 | $4,097,811 | +1.7% | 120,065 | -1.7% | 0.21% | -1.9% |
| Q4 2022 | $4,027,438 | -7.3% | 122,192 | -12.7% | 0.22% | -17.9% |
| Q3 2022 | $4,346,000 | -19.4% | 140,029 | -9.7% | 0.26% | -13.5% |
| Q2 2022 | $5,390,000 | -15.5% | 155,029 | -6.1% | 0.30% | -5.0% |
| Q1 2022 | $6,378,000 | -8.0% | 165,053 | -1.2% | 0.32% | -4.8% |
| Q4 2021 | $6,933,000 | -48.7% | 167,099 | -46.9% | 0.34% | -42.8% |
| Q3 2021 | $13,513,000 | +57.3% | 314,761 | +66.7% | 0.59% | +26.5% |
| Q2 2021 | $8,591,000 | +9.2% | 188,810 | +5.1% | 0.46% | -0.4% |
| Q1 2021 | $7,865,000 | +3.8% | 179,662 | -0.1% | 0.47% | -9.9% |
| Q4 2020 | $7,579,000 | +21.8% | 179,765 | +5.6% | 0.52% | +56.7% |
| Q3 2020 | $6,223,000 | +24.4% | 170,239 | +13.9% | 0.33% | -24.0% |
| Q2 2020 | $5,003,000 | +45.3% | 149,504 | +23.6% | 0.43% | -29.3% |
| Q1 2020 | $3,443,000 | +120.8% | 120,995 | +166.1% | 0.61% | +83.3% |
| Q3 2019 | $1,559,000 | +580.8% | 45,473 | +1185.3% | 0.34% | +213.1% |
| Q3 2013 | $229,000 | +3.6% | 3,538 | 0.0% | 0.11% | -2.7% |
| Q2 2013 | $221,000 | -5.6% | 3,538 | 0.0% | 0.11% | +11.1% |
| Q1 2013 | $234,000 | – | 3,538 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |