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 | $329,757 | -2.4% | 9,823 | -0.1% | 0.12% | +2.5% |
| Q2 2023 | $337,880 | -2.5% | 9,828 | -3.2% | 0.12% | -7.8% |
| Q1 2023 | $346,550 | +4.9% | 10,154 | +1.3% | 0.13% | +3.2% |
| Q4 2022 | $330,253 | -22.7% | 10,020 | -27.1% | 0.12% | -21.5% |
| Q3 2022 | $427,000 | -17.4% | 13,747 | -7.5% | 0.16% | -9.7% |
| Q2 2022 | $517,000 | -31.9% | 14,866 | -24.3% | 0.18% | -15.5% |
| Q1 2022 | $759,000 | -10.1% | 19,636 | -3.4% | 0.21% | -1.9% |
| Q4 2021 | $844,000 | -2.9% | 20,332 | -0.5% | 0.21% | -10.6% |
| Q3 2021 | $869,000 | -6.7% | 20,432 | – | 0.24% | -6.7% |
| Q2 2021 | $931,000 | +3.9% | 0 | -100.0% | 0.25% | -3.8% |
| Q1 2021 | $896,000 | +1.6% | 20,472 | -2.2% | 0.26% | -3.7% |
| Q4 2020 | $882,000 | +14.0% | 20,927 | -1.1% | 0.27% | +2.2% |
| Q3 2020 | $774,000 | +9.0% | 21,167 | -0.3% | 0.27% | -2.6% |
| Q2 2020 | $710,000 | +14.5% | 21,227 | -2.6% | 0.27% | -10.5% |
| Q1 2020 | $620,000 | -32.7% | 21,796 | -11.0% | 0.31% | -10.5% |
| Q4 2019 | $921,000 | +9.6% | 24,496 | -0.1% | 0.34% | +1.5% |
| Q3 2019 | $840,000 | -4.5% | 24,516 | -0.3% | 0.34% | -10.1% |
| Q2 2019 | $880,000 | +1.5% | 24,599 | +1.4% | 0.38% | -1.6% |
| Q1 2019 | $867,000 | +36.1% | 24,250 | +23.2% | 0.38% | +32.3% |
| Q4 2018 | $637,000 | +3.9% | 19,679 | +11.8% | 0.29% | +23.6% |
| Q3 2018 | $613,000 | +14.8% | 17,609 | +16.6% | 0.23% | +4.5% |
| Q2 2018 | $534,000 | +85.4% | 15,104 | +105.8% | 0.22% | +79.8% |
| Q1 2018 | $288,000 | – | 7,339 | – | 0.12% | – |
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% |