SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,667 | +33.7% | 198,629 | +36.9% | 0.76% | +40.3% |
| Q2 2023 | $4,986 | +53.7% | 145,054 | +52.7% | 0.54% | +42.2% |
| Q1 2023 | $3,243 | +12.0% | 95,016 | +8.1% | 0.38% | +23.9% |
| Q4 2022 | $2,896 | -99.9% | 87,876 | +25.4% | 0.31% | +29.1% |
| Q3 2022 | $2,174,000 | +21.9% | 70,049 | +36.7% | 0.24% | -0.8% |
| Q2 2022 | $1,784,000 | -38.1% | 51,227 | -31.3% | 0.24% | -5.5% |
| Q1 2022 | $2,882,000 | +18.5% | 74,559 | +27.2% | 0.25% | +27.8% |
| Q4 2021 | $2,433,000 | -4.6% | 58,626 | -2.2% | 0.20% | -5.7% |
| Q3 2021 | $2,551,000 | -64.7% | 59,945 | -62.3% | 0.21% | -77.0% |
| Q2 2021 | $7,223,000 | +37.6% | 158,836 | +32.5% | 0.91% | +11.6% |
| Q1 2021 | $5,248,000 | +10.3% | 119,833 | +6.4% | 0.82% | +7.2% |
| Q4 2020 | $4,756,000 | +4.0% | 112,581 | -10.1% | 0.76% | -44.8% |
| Q3 2020 | $4,572,000 | +507.2% | 125,249 | +456.8% | 1.38% | +344.4% |
| Q2 2020 | $753,000 | -72.6% | 22,493 | -76.7% | 0.31% | -84.0% |
| Q1 2020 | $2,751,000 | +1055.9% | 96,636 | +1292.0% | 1.94% | +3500.0% |
| Q3 2019 | $238,000 | – | 6,942 | – | 0.05% | – |
Download | ||||||
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% |