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 | $10,559,520 | +0.8% | 315,681 | +3.6% | 1.87% | +4.4% |
| Q2 2023 | $10,477,639 | +8.3% | 304,760 | +7.5% | 1.79% | +2.0% |
| Q1 2023 | $9,673,950 | +36.6% | 283,444 | +24.3% | 1.76% | +8.2% |
| Q3 2022 | $7,080,000 | -6.7% | 228,088 | +4.5% | 1.62% | +5.5% |
| Q2 2022 | $7,591,000 | -8.3% | 218,322 | +1.9% | 1.54% | -1.6% |
| Q1 2022 | $8,277,000 | -4.6% | 214,214 | +2.4% | 1.56% | +45.2% |
| Q4 2021 | $8,679,000 | +1.8% | 209,177 | +4.3% | 1.08% | -37.1% |
| Q3 2021 | $8,528,000 | -4.9% | 200,508 | +1.8% | 1.71% | -4.7% |
| Q2 2021 | $8,965,000 | +11.0% | 197,035 | +6.8% | 1.80% | +1.3% |
| Q1 2021 | $8,079,000 | +1.8% | 184,529 | -2.0% | 1.77% | -7.3% |
| Q4 2020 | $7,940,000 | +10.6% | 188,335 | +0.0% | 1.91% | +6.3% |
| Q3 2020 | $7,180,000 | +6.5% | 188,313 | -6.6% | 1.80% | +0.8% |
| Q2 2020 | $6,743,000 | +17.5% | 201,520 | -0.0% | 1.79% | +1.2% |
| Q1 2020 | $5,737,000 | -18.7% | 201,567 | +7.3% | 1.77% | -5.3% |
| Q4 2019 | $7,058,000 | +14.2% | 187,776 | +3.6% | 1.86% | -2.4% |
| Q3 2019 | $6,178,000 | +1009.2% | 181,234 | +1064.0% | 1.91% | +961.1% |
| Q2 2019 | $557,000 | +0.2% | 15,570 | +0.1% | 0.18% | -2.2% |
| Q1 2019 | $556,000 | +15.6% | 15,552 | +11.1% | 0.18% | +8.2% |
| Q4 2018 | $481,000 | +98.8% | 13,992 | +101.8% | 0.17% | +112.5% |
| Q3 2018 | $242,000 | – | 6,935 | – | 0.08% | – |
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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% |