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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,902,280 | -38.8% | 56,664 | -37.3% | 0.18% | -35.3% |
Q2 2023 | $3,108,247 | +13.9% | 90,408 | +13.1% | 0.28% | +3.7% |
Q1 2023 | $2,728,821 | +6.3% | 79,954 | -3.3% | 0.27% | -6.3% |
Q3 2022 | $2,568,000 | -18.2% | 82,725 | -8.3% | 0.29% | -17.8% |
Q2 2022 | $3,138,000 | -5.0% | 90,254 | +5.6% | 0.35% | +8.4% |
Q1 2022 | $3,304,000 | -16.8% | 85,507 | -10.9% | 0.32% | -15.3% |
Q4 2021 | $3,971,000 | +3.6% | 95,961 | +6.5% | 0.38% | -7.1% |
Q3 2021 | $3,832,000 | +22.3% | 90,102 | +30.8% | 0.41% | +23.6% |
Q2 2021 | $3,134,000 | +10.3% | 68,875 | +6.1% | 0.33% | -1.8% |
Q1 2021 | $2,842,000 | +5.5% | 64,920 | +1.6% | 0.34% | -0.6% |
Q4 2020 | $2,695,000 | +17.4% | 63,922 | +1.8% | 0.34% | -0.6% |
Q3 2020 | $2,296,000 | +22.5% | 62,810 | +12.1% | 0.34% | +12.2% |
Q2 2020 | $1,875,000 | +28.9% | 56,050 | +9.6% | 0.30% | +7.8% |
Q1 2020 | $1,455,000 | +564.4% | 51,136 | +569.1% | 0.28% | +13950.0% |
Q2 2018 | $219,000 | – | 7,643 | – | 0.00% | – |
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% |