SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. 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. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |