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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $69,846 | +0.8% | 2,032 | +0.1% | 0.03% | -16.7% |
Q1 2023 | $69,279 | +3.5% | 2,030 | 0.0% | 0.04% | -5.3% |
Q4 2022 | $66,904 | +6.2% | 2,030 | +0.1% | 0.04% | -2.6% |
Q3 2022 | $63,000 | -7.4% | 2,027 | 0.0% | 0.04% | -4.9% |
Q2 2022 | $68,000 | -12.8% | 2,027 | +0.0% | 0.04% | -10.9% |
Q1 2022 | $78,000 | -7.1% | 2,026 | 0.0% | 0.05% | -8.0% |
Q4 2021 | $84,000 | -13.4% | 2,026 | -4.5% | 0.05% | -27.5% |
Q2 2021 | $97,000 | +4.3% | 2,122 | +0.1% | 0.07% | -11.5% |
Q1 2021 | $93,000 | -16.2% | 2,120 | -19.3% | 0.08% | -15.2% |
Q4 2020 | $111,000 | +46.1% | 2,628 | +26.0% | 0.09% | +21.1% |
Q3 2020 | $76,000 | – | 2,085 | – | 0.08% | – |
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% |