SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,498,655 | -2.8% | 133,690 | +1.4% | 0.86% | +1.1% |
| Q2 2023 | $4,630,137 | +6.2% | 131,838 | +2.8% | 0.86% | +0.9% |
| Q1 2023 | $4,361,582 | +4.8% | 128,206 | +7.3% | 0.85% | +6.3% |
| Q4 2022 | $4,161,082 | -19.2% | 119,503 | -28.0% | 0.80% | -33.0% |
| Q3 2022 | $5,151,000 | -9.5% | 165,960 | +1.4% | 1.19% | -3.0% |
| Q2 2022 | $5,690,000 | -9.4% | 163,657 | +0.7% | 1.23% | +5.4% |
| Q1 2022 | $6,282,000 | -41.9% | 162,576 | -37.6% | 1.16% | -38.7% |
| Q4 2021 | $10,818,000 | +2.3% | 260,734 | +4.9% | 1.90% | -5.0% |
| Q3 2021 | $10,570,000 | +6.4% | 248,537 | +13.8% | 2.00% | -1.9% |
| Q2 2021 | $9,934,000 | -0.7% | 218,323 | -4.5% | 2.04% | -0.1% |
| Q1 2021 | $10,005,000 | -9.6% | 228,538 | -12.9% | 2.04% | -13.2% |
| Q4 2020 | $11,065,000 | +7085.1% | 262,447 | +6132.4% | 2.35% | +6433.3% |
| Q3 2020 | $154,000 | +52.5% | 4,211 | +40.1% | 0.04% | +44.0% |
| Q2 2020 | $101,000 | +23.2% | 3,005 | +4.5% | 0.02% | +4.2% |
| Q1 2020 | $82,000 | -74.8% | 2,875 | -66.8% | 0.02% | -70.7% |
| Q4 2019 | $326,000 | +8.7% | 8,661 | -1.0% | 0.08% | +1.2% |
| Q3 2019 | $300,000 | -45.1% | 8,752 | -42.7% | 0.08% | -49.4% |
| Q2 2019 | $546,000 | +5.2% | 15,266 | +5.2% | 0.16% | +1.3% |
| Q1 2019 | $519,000 | +5.1% | 14,514 | +2.3% | 0.16% | +1.9% |
| Q4 2018 | $494,000 | 0.0% | 14,188 | 0.0% | 0.16% | 0.0% |
| Q3 2018 | $494,000 | -50.1% | 14,188 | -49.3% | 0.16% | -54.5% |
| Q2 2018 | $989,000 | -85.2% | 27,997 | -83.6% | 0.34% | -85.6% |
| Q1 2018 | $6,695,000 | +169.3% | 170,356 | +161.5% | 2.36% | +391.9% |
| Q4 2017 | $2,486,000 | – | 65,157 | – | 0.48% | – |
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% |