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 | $250,284 | -2.3% | 7,456 | +0.0% | 0.04% | -4.3% |
| Q2 2023 | $256,222 | +1.3% | 7,453 | +0.5% | 0.05% | -9.8% |
| Q1 2023 | $253,037 | -3.6% | 7,414 | -6.9% | 0.05% | -3.8% |
| Q4 2022 | $262,408 | -9.8% | 7,961 | -15.2% | 0.05% | -13.1% |
| Q3 2022 | $291,000 | -77.6% | 9,388 | -74.8% | 0.06% | -74.2% |
| Q2 2022 | $1,297,000 | +269.5% | 37,288 | +310.8% | 0.24% | +321.4% |
| Q1 2022 | $351,000 | +14.3% | 9,078 | +22.6% | 0.06% | +19.1% |
| Q4 2021 | $307,000 | -1.6% | 7,402 | +0.7% | 0.05% | -7.8% |
| Q3 2021 | $312,000 | -21.4% | 7,348 | -15.7% | 0.05% | -22.7% |
| Q2 2021 | $397,000 | +1.8% | 8,716 | -2.1% | 0.07% | -4.3% |
| Q1 2021 | $390,000 | -15.8% | 8,899 | -19.0% | 0.07% | -23.3% |
| Q4 2020 | $463,000 | +15.5% | 10,986 | +0.1% | 0.09% | +3.4% |
| Q3 2020 | $401,000 | -3.8% | 10,977 | -12.0% | 0.09% | -10.3% |
| Q2 2020 | $417,000 | -28.6% | 12,475 | -39.2% | 0.10% | -42.3% |
| Q1 2020 | $584,000 | -65.1% | 20,510 | -54.0% | 0.17% | -57.6% |
| Q4 2019 | $1,675,000 | -94.9% | 44,566 | -95.4% | 0.40% | -95.7% |
| Q3 2019 | $33,116,000 | -6.1% | 966,055 | -1.9% | 9.15% | -2.8% |
| Q2 2019 | $35,252,000 | +9.3% | 984,975 | +9.2% | 9.42% | -3.6% |
| Q1 2019 | $32,265,000 | +21.3% | 902,256 | +9.7% | 9.77% | +7.6% |
| Q4 2018 | $26,609,000 | +128.1% | 822,283 | +145.5% | 9.08% | +128.7% |
| Q3 2018 | $11,666,000 | -3.6% | 334,936 | -2.2% | 3.97% | -5.3% |
| Q2 2018 | $12,103,000 | +77.5% | 342,461 | +97.4% | 4.20% | +92.6% |
| Q1 2018 | $6,818,000 | +61.8% | 173,498 | +57.1% | 2.18% | +61.2% |
| Q4 2017 | $4,213,000 | – | 110,432 | – | 1.35% | – |
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% |