SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,017,970 | -0.7% | 60,112 | +1.7% | 0.23% | +11.3% |
| Q2 2023 | $2,032,762 | +2.7% | 59,126 | +1.9% | 0.20% | -6.0% |
| Q1 2023 | $1,979,649 | +8.5% | 58,003 | +4.8% | 0.22% | -3.1% |
| Q4 2022 | $1,824,440 | +15.0% | 55,353 | +8.3% | 0.22% | +8.2% |
| Q3 2022 | $1,586,000 | -9.3% | 51,108 | +1.7% | 0.21% | -4.2% |
| Q2 2022 | $1,748,000 | -1.9% | 50,272 | +9.0% | 0.22% | -1.4% |
| Q1 2022 | $1,782,000 | -7.8% | 46,127 | -1.0% | 0.22% | -5.6% |
| Q4 2021 | $1,933,000 | +2.8% | 46,584 | +5.4% | 0.23% | -5.7% |
| Q3 2021 | $1,880,000 | -3.5% | 44,203 | +3.2% | 0.25% | -6.8% |
| Q2 2021 | $1,948,000 | +36.6% | 42,816 | +31.5% | 0.26% | +22.8% |
| Q1 2021 | $1,426,000 | +13.6% | 32,566 | +9.4% | 0.22% | +7.5% |
| Q4 2020 | $1,255,000 | +29.6% | 29,759 | +12.4% | 0.20% | +13.0% |
| Q3 2020 | $968,000 | +82.3% | 26,482 | +66.8% | 0.18% | +65.4% |
| Q2 2020 | $531,000 | +3.1% | 15,881 | -12.2% | 0.11% | -13.0% |
| Q1 2020 | $515,000 | -10.3% | 18,097 | +18.6% | 0.12% | +7.0% |
| Q4 2019 | $574,000 | +143.2% | 15,265 | +122.0% | 0.12% | +101.8% |
| Q3 2019 | $236,000 | -6.7% | 6,875 | -2.7% | 0.06% | -5.0% |
| Q2 2019 | $253,000 | – | 7,064 | – | 0.06% | – |
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% |