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 | $5,620,845 | -6.6% | 167,437 | -4.4% | 1.09% | -2.4% |
Q2 2023 | $6,020,610 | +3.5% | 175,120 | +2.8% | 1.12% | -7.3% |
Q1 2023 | $5,816,453 | +7.1% | 170,421 | +3.4% | 1.21% | +0.6% |
Q4 2022 | $5,431,859 | +12.5% | 164,802 | +6.0% | 1.20% | +6.5% |
Q3 2022 | $4,827,000 | -10.1% | 155,500 | +0.7% | 1.13% | -6.1% |
Q2 2022 | $5,371,000 | -8.0% | 154,463 | +2.2% | 1.20% | +5.5% |
Q1 2022 | $5,840,000 | -8.5% | 151,132 | -1.7% | 1.14% | -2.5% |
Q4 2021 | $6,382,000 | +6.1% | 153,818 | +8.8% | 1.17% | +2.5% |
Q3 2021 | $6,015,000 | -6.0% | 141,440 | +0.6% | 1.14% | -7.9% |
Q2 2021 | $6,396,000 | +8.3% | 140,561 | +4.2% | 1.24% | -2.1% |
Q1 2021 | $5,906,000 | +5.7% | 134,902 | +1.8% | 1.26% | +0.7% |
Q4 2020 | $5,587,000 | +19.2% | 132,531 | +3.4% | 1.26% | +9.0% |
Q3 2020 | $4,686,000 | -5.4% | 128,170 | -13.4% | 1.15% | -11.1% |
Q2 2020 | $4,953,000 | +36.3% | 148,032 | +15.9% | 1.30% | +18.7% |
Q1 2020 | $3,634,000 | +65.7% | 127,687 | +118.9% | 1.09% | +94.8% |
Q4 2019 | $2,193,000 | +14.7% | 58,323 | +4.6% | 0.56% | +5.7% |
Q3 2019 | $1,912,000 | +5.9% | 55,777 | +10.5% | 0.53% | +3.7% |
Q2 2019 | $1,806,000 | +6.3% | 50,467 | +6.2% | 0.51% | +4.3% |
Q1 2019 | $1,699,000 | +14.0% | 47,519 | +3.1% | 0.49% | +2.3% |
Q4 2018 | $1,491,000 | +0.3% | 46,082 | +8.0% | 0.48% | +9.1% |
Q3 2018 | $1,486,000 | -0.1% | 42,668 | +1.4% | 0.44% | -6.4% |
Q2 2018 | $1,487,000 | – | 42,084 | – | 0.47% | – |
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% |