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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $619,158 | -14.8% | 17,485 | -19.2% | 0.06% | -26.3% |
| Q3 2023 | $726,724 | -8.2% | 21,648 | -6.0% | 0.08% | -10.6% |
| Q2 2023 | $791,530 | +3.8% | 23,023 | +3.0% | 0.08% | -2.3% |
| Q1 2023 | $762,716 | +0.2% | 22,347 | -3.2% | 0.09% | +1.2% |
| Q4 2022 | $760,932 | -0.9% | 23,087 | -6.7% | 0.09% | -21.1% |
| Q3 2022 | $768,000 | +1.2% | 24,747 | +13.3% | 0.11% | +6.9% |
| Q2 2022 | $759,000 | -7.1% | 21,834 | +3.2% | 0.10% | +6.2% |
| Q1 2022 | $817,000 | +7.5% | 21,148 | +15.5% | 0.10% | +6.7% |
| Q4 2021 | $760,000 | +230.4% | 18,313 | +181.3% | 0.09% | +52.5% |
| Q2 2018 | $230,000 | – | 6,510 | – | 0.06% | – |
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% |