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 | ||||
---|---|---|---|---|---|---|
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% | – |
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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% |