SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,004 | -13.4% | 10,307 | -11.3% | 0.02% | -11.1% |
| Q2 2023 | $399,524 | -66.1% | 11,621 | -66.3% | 0.03% | -71.0% |
| Q1 2023 | $1,178,417 | +31.5% | 34,527 | +27.0% | 0.09% | +17.7% |
| Q4 2022 | $896,225 | -78.3% | 27,191 | -79.5% | 0.08% | -79.4% |
| Q3 2022 | $4,124,000 | +5.5% | 132,891 | +18.2% | 0.38% | +3.5% |
| Q2 2022 | $3,908,000 | +248.3% | 112,413 | +232.8% | 0.37% | +307.7% |
| Q1 2022 | $1,122,000 | +13.1% | 33,782 | +16.4% | 0.09% | +15.2% |
| Q4 2021 | $992,000 | +215.9% | 29,034 | +292.9% | 0.08% | +92.7% |
| Q3 2021 | $314,000 | +11.7% | 7,390 | +19.6% | 0.04% | +41.4% |
| Q2 2021 | $281,000 | +36.4% | 6,181 | +31.0% | 0.03% | +16.0% |
| Q1 2021 | $206,000 | – | 4,720 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |