SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,741 | -5.5% | 2,524 | -3.2% | 0.01% | 0.0% |
Q2 2023 | $89,639 | +7.7% | 2,607 | +6.9% | 0.01% | 0.0% |
Q1 2023 | $83,213 | +3.5% | 2,438 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $80,361 | +1.7% | 2,438 | -4.4% | 0.01% | -14.3% |
Q3 2022 | $79,000 | -11.2% | 2,550 | -0.5% | 0.01% | -22.2% |
Q2 2022 | $89,000 | -9.2% | 2,563 | +0.4% | 0.01% | +12.5% |
Q1 2022 | $98,000 | -6.7% | 2,553 | 0.0% | 0.01% | -11.1% |
Q4 2021 | $105,000 | -22.2% | 2,553 | -19.9% | 0.01% | -18.2% |
Q3 2021 | $135,000 | -20.1% | 3,187 | -14.6% | 0.01% | -35.3% |
Q2 2021 | $169,000 | -7.7% | 3,730 | -11.1% | 0.02% | -15.0% |
Q1 2021 | $183,000 | -1.6% | 4,197 | -5.1% | 0.02% | -13.0% |
Q4 2020 | $186,000 | -36.5% | 4,423 | -44.9% | 0.02% | -45.2% |
Q3 2020 | $293,000 | +14.9% | 8,020 | +4.9% | 0.04% | +5.0% |
Q2 2020 | $255,000 | +20.9% | 7,649 | +3.0% | 0.04% | -4.8% |
Q1 2020 | $211,000 | +44.5% | 7,428 | +90.3% | 0.04% | +82.6% |
Q4 2019 | $146,000 | +27.0% | 3,904 | +15.8% | 0.02% | +15.0% |
Q3 2019 | $115,000 | +4.5% | 3,371 | +9.6% | 0.02% | 0.0% |
Q2 2019 | $110,000 | +52.8% | 3,076 | +51.0% | 0.02% | +33.3% |
Q1 2019 | $72,000 | +200.0% | 2,037 | +163.9% | 0.02% | +150.0% |
Q4 2018 | $24,000 | +14.3% | 772 | +27.6% | 0.01% | +50.0% |
Q3 2018 | $21,000 | +16.7% | 605 | +19.1% | 0.00% | 0.0% |
Q2 2018 | $18,000 | +63.6% | 508 | +83.4% | 0.00% | +33.3% |
Q1 2018 | $11,000 | – | 277 | – | 0.00% | – |
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% |