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 | $716,793 | +17.7% | 21,352 | +20.5% | 0.23% | +24.5% |
Q2 2023 | $608,970 | -52.8% | 17,713 | -53.1% | 0.19% | -51.8% |
Q1 2023 | $1,289,507 | -31.6% | 37,782 | -30.3% | 0.39% | -16.7% |
Q4 2022 | $1,885,357 | -21.3% | 54,192 | -28.7% | 0.47% | -27.7% |
Q3 2022 | $2,396,000 | -9.7% | 76,027 | -0.3% | 0.65% | -6.4% |
Q2 2022 | $2,652,000 | -14.9% | 76,276 | -15.2% | 0.69% | -14.8% |
Q1 2022 | $3,115,000 | -52.7% | 89,911 | -43.4% | 0.81% | -46.9% |
Q4 2021 | $6,589,000 | -2.5% | 158,798 | -0.1% | 1.53% | +4.3% |
Q3 2021 | $6,759,000 | -0.5% | 158,913 | +1.0% | 1.46% | +7.4% |
Q2 2021 | $6,791,000 | -1.5% | 157,349 | -0.4% | 1.36% | 0.0% |
Q1 2021 | $6,891,000 | +7.2% | 157,983 | +3.6% | 1.36% | -0.9% |
Q4 2020 | $6,429,000 | +12.3% | 152,492 | +6.2% | 1.38% | +8.2% |
Q3 2020 | $5,725,000 | +8.9% | 143,640 | +0.2% | 1.27% | +16.1% |
Q2 2020 | $5,258,000 | +40.3% | 143,338 | +8.9% | 1.10% | +29.6% |
Q1 2020 | $3,747,000 | +6.4% | 131,657 | +40.6% | 0.84% | -0.7% |
Q4 2019 | $3,521,000 | +9.2% | 93,657 | -0.5% | 0.85% | +11.4% |
Q3 2019 | $3,225,000 | +0.9% | 94,092 | +5.4% | 0.76% | -8.5% |
Q2 2019 | $3,196,000 | +37.2% | 89,286 | +37.1% | 0.84% | +28.9% |
Q1 2019 | $2,330,000 | +66.8% | 65,146 | +50.9% | 0.65% | +7.6% |
Q4 2018 | $1,397,000 | -51.8% | 43,184 | -48.1% | 0.60% | -21.6% |
Q3 2018 | $2,898,000 | +178.4% | 83,224 | +182.4% | 0.77% | -10.2% |
Q2 2018 | $1,041,000 | +27.0% | 29,470 | +41.2% | 0.86% | +39.5% |
Q1 2018 | $820,000 | +79.0% | 20,873 | +73.9% | 0.61% | +59.6% |
Q4 2017 | $458,000 | – | 12,004 | – | 0.38% | – |
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% |