SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,499,198 | -35.9% | 521,275 | -34.4% | 1.20% | -33.6% |
| Q2 2023 | $27,311,324 | +0.6% | 794,396 | -0.2% | 1.80% | -2.1% |
| Q1 2023 | $27,160,986 | +5468.0% | 795,810 | +5277.1% | 1.84% | +5148.6% |
| Q4 2022 | $487,808 | -16.3% | 14,800 | -21.2% | 0.04% | -18.6% |
| Q3 2022 | $583,000 | -25.4% | 18,793 | -16.5% | 0.04% | -24.6% |
| Q2 2022 | $782,000 | -61.8% | 22,501 | -57.5% | 0.06% | -58.7% |
| Q1 2022 | $2,046,000 | +11.4% | 52,939 | +19.6% | 0.14% | -6.1% |
| Q4 2021 | $1,837,000 | -4.8% | 44,269 | -2.4% | 0.15% | -13.0% |
| Q3 2021 | $1,929,000 | -7.9% | 45,354 | -1.5% | 0.17% | -9.1% |
| Q2 2021 | $2,095,000 | +0.1% | 46,041 | -3.7% | 0.19% | -11.0% |
| Q1 2021 | $2,093,000 | -0.4% | 47,802 | -4.1% | 0.21% | -14.7% |
| Q4 2020 | $2,102,000 | +5.4% | 49,869 | -8.6% | 0.24% | -7.9% |
| Q3 2020 | $1,994,000 | +8.9% | 54,539 | -0.3% | 0.27% | +1.1% |
| Q2 2020 | $1,831,000 | -78.7% | 54,718 | -81.9% | 0.26% | -80.6% |
| Q1 2020 | $8,605,000 | -59.1% | 302,360 | -46.0% | 1.36% | -50.9% |
| Q4 2019 | $21,054,000 | +444.9% | 560,108 | +396.9% | 2.76% | +377.2% |
| Q3 2019 | $3,864,000 | +3.7% | 112,723 | +8.3% | 0.58% | -1.4% |
| Q2 2019 | $3,726,000 | +24.5% | 104,105 | +24.4% | 0.59% | -13.2% |
| Q1 2019 | $2,992,000 | +21.3% | 83,666 | +9.7% | 0.68% | -4.8% |
| Q4 2018 | $2,467,000 | -36.0% | 76,249 | -31.1% | 0.71% | -29.6% |
| Q3 2018 | $3,856,000 | +4.6% | 110,712 | +6.1% | 1.01% | -2.0% |
| Q2 2018 | $3,687,000 | +36.9% | 104,341 | +52.3% | 1.03% | +128.7% |
| Q1 2018 | $2,693,000 | – | 68,515 | – | 0.45% | – |
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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% |