SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,893 | -4.2% | 7,057 | -1.9% | 0.14% | +2.3% |
| Q2 2023 | $247,379 | +12.7% | 7,195 | +11.9% | 0.13% | -0.7% |
| Q1 2023 | $219,443 | +3.4% | 6,430 | -0.1% | 0.13% | -11.8% |
| Q4 2022 | $212,184 | -3.6% | 6,438 | +1.6% | 0.15% | -15.6% |
| Q2 2022 | $220,000 | -56.1% | 6,339 | -51.1% | 0.18% | -32.6% |
| Q1 2022 | $501,000 | +1.2% | 12,958 | +8.5% | 0.27% | +19.2% |
| Q4 2021 | $495,000 | +69.5% | 11,938 | +73.8% | 0.22% | +71.0% |
| Q3 2021 | $292,000 | +33.3% | 6,870 | +43.1% | 0.13% | +36.5% |
| Q2 2021 | $219,000 | +6.3% | 4,802 | +1.8% | 0.10% | -11.1% |
| Q1 2021 | $206,000 | – | 4,716 | – | 0.11% | – |
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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% |