SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,887,630 | +62.9% | 56,230 | +66.8% | 0.09% | +48.3% |
Q2 2023 | $1,158,919 | +0.3% | 33,709 | -0.5% | 0.06% | -11.8% |
Q1 2023 | $1,155,704 | +6.3% | 33,862 | +2.6% | 0.07% | -8.1% |
Q4 2022 | $1,087,440 | +13.3% | 32,993 | +6.6% | 0.07% | +1.4% |
Q3 2022 | $960,000 | -6.8% | 30,943 | +4.4% | 0.07% | -7.6% |
Q2 2022 | $1,030,000 | -5.1% | 29,634 | +5.5% | 0.08% | +3.9% |
Q1 2022 | $1,085,000 | -14.8% | 28,076 | -8.5% | 0.08% | -16.5% |
Q4 2021 | $1,273,000 | +1.6% | 30,678 | +4.1% | 0.09% | -3.2% |
Q3 2021 | $1,253,000 | -23.5% | 29,460 | -18.2% | 0.09% | -27.7% |
Q2 2021 | $1,638,000 | +8.6% | 36,008 | +4.5% | 0.13% | -7.1% |
Q1 2021 | $1,508,000 | +25.8% | 34,443 | +21.1% | 0.14% | +25.0% |
Q4 2020 | $1,199,000 | +15.2% | 28,450 | -0.1% | 0.11% | -5.1% |
Q3 2020 | $1,041,000 | +1.2% | 28,468 | -7.4% | 0.12% | -15.1% |
Q2 2020 | $1,029,000 | +8.8% | 30,741 | -7.5% | 0.14% | -19.7% |
Q1 2020 | $946,000 | -27.5% | 33,226 | -4.3% | 0.17% | -2.8% |
Q4 2019 | $1,305,000 | +51.9% | 34,719 | +38.5% | 0.18% | +33.8% |
Q3 2019 | $859,000 | +46.8% | 25,060 | +53.2% | 0.13% | +41.5% |
Q2 2019 | $585,000 | -12.8% | 16,356 | -12.8% | 0.09% | -26.0% |
Q1 2019 | $671,000 | +2.8% | 18,752 | -0.4% | 0.13% | -8.6% |
Q4 2018 | $653,000 | +20.7% | 18,820 | +21.1% | 0.14% | +24.1% |
Q3 2018 | $541,000 | +3.4% | 15,542 | +5.1% | 0.11% | -5.9% |
Q2 2018 | $523,000 | – | 14,790 | – | 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% |