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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,465,349 | +63.6% | 967,094 | +67.6% | 0.11% | -50.0% |
| Q2 2023 | $19,841,772 | +62.9% | 577,131 | +61.7% | 0.21% | +50.7% |
| Q1 2023 | $12,179,392 | +15.5% | 356,853 | +20.3% | 0.14% | +4.4% |
| Q4 2022 | $10,545,543 | +5.3% | 296,723 | -6.6% | 0.14% | -4.9% |
| Q3 2022 | $10,015,000 | +1.9% | 317,742 | +11.9% | 0.14% | +4.4% |
| Q2 2022 | $9,824,000 | -2.1% | 283,831 | +13.2% | 0.14% | +1.5% |
| Q1 2022 | $10,035,000 | -16.1% | 250,696 | -12.7% | 0.14% | -21.5% |
| Q4 2021 | $11,959,000 | +2.8% | 287,122 | +8.4% | 0.17% | +0.6% |
| Q3 2021 | $11,632,000 | +120.4% | 264,785 | +124.0% | 0.17% | +101.2% |
| Q2 2021 | $5,278,000 | +190.5% | 118,208 | +189.0% | 0.08% | +157.6% |
| Q1 2021 | $1,817,000 | -4.7% | 40,906 | -5.5% | 0.03% | -23.3% |
| Q4 2020 | $1,907,000 | +46.7% | 43,301 | +27.3% | 0.04% | +26.5% |
| Q3 2020 | $1,300,000 | +39.6% | 34,016 | +32.7% | 0.03% | +25.9% |
| Q2 2020 | $931,000 | +260.9% | 25,637 | +201.7% | 0.03% | +200.0% |
| Q1 2020 | $258,000 | -95.4% | 8,497 | -94.3% | 0.01% | -95.5% |
| Q4 2019 | $5,609,000 | +31.6% | 149,207 | +22.2% | 0.20% | +15.1% |
| Q3 2019 | $4,261,000 | +156.5% | 122,128 | +163.2% | 0.17% | +135.6% |
| Q2 2019 | $1,661,000 | +165.8% | 46,402 | +173.0% | 0.07% | +108.6% |
| Q1 2019 | $625,000 | +55.5% | 16,995 | +45.5% | 0.04% | +40.0% |
| Q4 2018 | $402,000 | +78.7% | 11,679 | +65.6% | 0.02% | +78.6% |
| Q3 2018 | $225,000 | – | 7,052 | – | 0.01% | – |
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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% |