SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,533 | -9.6% | 671,232 | -7.4% | 0.07% | -7.8% |
| Q2 2023 | $24,914 | +1.2% | 724,663 | +0.5% | 0.08% | -3.8% |
| Q1 2023 | $24,617 | +3.2% | 721,271 | -0.3% | 0.08% | -2.4% |
| Q4 2022 | $23,852 | -99.9% | 723,659 | +36.1% | 0.08% | +24.2% |
| Q3 2022 | $18,486,000 | 0.0% | 531,676 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $18,486,000 | -16.7% | 531,676 | -7.4% | 0.07% | -7.0% |
| Q1 2022 | $22,190,000 | +24.8% | 574,282 | +34.0% | 0.07% | +29.1% |
| Q4 2021 | $17,778,000 | +33.2% | 428,499 | +36.5% | 0.06% | +22.2% |
| Q3 2021 | $13,350,000 | +56.1% | 313,889 | +67.0% | 0.04% | +55.2% |
| Q2 2021 | $8,554,000 | +9.4% | 188,008 | +5.3% | 0.03% | 0.0% |
| Q1 2021 | $7,820,000 | -18.0% | 178,624 | -21.1% | 0.03% | -27.5% |
| Q4 2020 | $9,541,000 | -9.2% | 226,306 | -21.2% | 0.04% | -23.1% |
| Q3 2020 | $10,506,000 | -14.8% | 287,354 | -22.0% | 0.05% | -21.2% |
| Q2 2020 | $12,328,000 | +105.7% | 368,446 | +75.0% | 0.07% | +78.4% |
| Q1 2020 | $5,993,000 | – | 210,569 | – | 0.04% | – |
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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% |