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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,462,238 | +4.9% | 100,705 | +4.1% | 1.12% | +0.4% |
| Q1 2023 | $3,300,644 | +15.9% | 96,708 | +11.9% | 1.12% | +7.6% |
| Q4 2022 | $2,848,107 | +15.7% | 86,411 | +9.0% | 1.04% | +9.0% |
| Q3 2022 | $2,461,000 | -10.7% | 79,270 | -0.0% | 0.96% | -6.1% |
| Q2 2022 | $2,756,000 | -7.1% | 79,277 | +3.2% | 1.02% | +5.5% |
| Q1 2022 | $2,967,000 | -9.9% | 76,791 | -3.2% | 0.96% | -5.5% |
| Q4 2021 | $3,292,000 | +9.9% | 79,349 | +12.7% | 1.02% | +5.0% |
| Q3 2021 | $2,995,000 | -4.9% | 70,428 | +1.8% | 0.97% | -7.1% |
| Q2 2021 | $3,149,000 | +3.2% | 69,213 | -0.7% | 1.05% | -9.1% |
| Q1 2021 | $3,051,000 | +5.9% | 69,679 | +2.0% | 1.15% | +1.4% |
| Q4 2020 | $2,880,000 | +19.6% | 68,310 | +3.7% | 1.14% | +9.8% |
| Q3 2020 | $2,409,000 | -0.5% | 65,898 | -8.9% | 1.03% | -6.4% |
| Q2 2020 | $2,420,000 | +38.3% | 72,331 | +17.7% | 1.10% | +18.4% |
| Q1 2020 | $1,750,000 | -5.8% | 61,478 | +24.5% | 0.93% | +12.7% |
| Q4 2019 | $1,857,000 | +14.7% | 49,399 | +4.6% | 0.83% | +6.4% |
| Q3 2019 | $1,619,000 | +3.1% | 47,236 | +7.7% | 0.78% | +1.2% |
| Q2 2019 | $1,570,000 | -1.5% | 43,876 | -1.5% | 0.77% | -9.0% |
| Q1 2019 | $1,594,000 | +14.3% | 44,562 | +3.4% | 0.84% | +1.4% |
| Q4 2018 | $1,395,000 | -6.1% | 43,101 | +1.0% | 0.83% | +2.7% |
| Q3 2018 | $1,486,000 | -0.1% | 42,668 | +1.4% | 0.81% | -5.8% |
| Q2 2018 | $1,487,000 | -5.6% | 42,084 | +4.9% | 0.86% | +16.5% |
| Q1 2018 | $1,576,000 | +1.2% | 40,113 | -2.0% | 0.74% | -4.3% |
| Q4 2017 | $1,558,000 | – | 40,918 | – | 0.77% | – |
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% |