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 | $2,139,047 | -2.3% | 63,719 | +0.0% | 0.76% | -0.4% |
| Q2 2023 | $2,190,487 | -0.3% | 63,714 | -1.0% | 0.76% | -1.2% |
| Q1 2023 | $2,196,675 | +4.0% | 64,362 | +0.5% | 0.77% | +4.3% |
| Q4 2022 | $2,111,385 | -16.1% | 64,059 | -21.0% | 0.74% | -22.8% |
| Q3 2022 | $2,516,000 | -30.8% | 81,088 | -22.5% | 0.96% | -22.7% |
| Q2 2022 | $3,635,000 | -12.3% | 104,564 | -2.6% | 1.24% | +6.1% |
| Q1 2022 | $4,147,000 | -11.5% | 107,331 | -5.0% | 1.17% | -9.5% |
| Q4 2021 | $4,688,000 | +6.4% | 113,012 | +9.1% | 1.29% | +1.0% |
| Q3 2021 | $4,407,000 | -6.4% | 103,623 | +0.1% | 1.28% | -6.4% |
| Q2 2021 | $4,708,000 | +3.4% | 103,476 | -0.6% | 1.37% | +8.7% |
| Q1 2021 | $4,555,000 | +4.1% | 104,053 | +0.2% | 1.26% | -3.9% |
| Q4 2020 | $4,377,000 | +11.2% | 103,825 | -3.6% | 1.31% | -0.1% |
| Q3 2020 | $3,936,000 | +8.3% | 107,666 | -0.9% | 1.31% | +2.1% |
| Q2 2020 | $3,635,000 | +10.4% | 108,659 | -6.1% | 1.28% | -6.6% |
| Q1 2020 | $3,293,000 | +20.7% | 115,712 | +59.4% | 1.38% | +29.6% |
| Q4 2019 | $2,728,000 | +14.5% | 72,598 | +4.5% | 1.06% | +8.2% |
| Q3 2019 | $2,382,000 | -1.5% | 69,498 | +2.8% | 0.98% | -1.9% |
| Q2 2019 | $2,419,000 | +18.1% | 67,595 | +17.9% | 1.00% | +14.4% |
| Q1 2019 | $2,049,000 | +6.8% | 57,312 | -3.3% | 0.87% | -4.7% |
| Q4 2018 | $1,918,000 | – | 59,285 | – | 0.92% | – |
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% |