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 | $532,319 | +6.9% | 15,857 | +9.5% | 0.33% | +8.6% |
| Q2 2023 | $497,754 | +7.1% | 14,478 | +6.3% | 0.30% | -0.3% |
| Q1 2023 | $464,919 | +14.0% | 13,622 | +10.1% | 0.30% | +5.2% |
| Q4 2022 | $407,781 | +12.0% | 12,372 | +5.5% | 0.29% | -0.7% |
| Q3 2022 | $364,000 | -6.4% | 11,727 | +4.9% | 0.29% | -3.6% |
| Q2 2022 | $389,000 | -4.2% | 11,176 | +6.3% | 0.30% | +6.3% |
| Q1 2022 | $406,000 | +3.8% | 10,511 | +11.4% | 0.28% | +5.9% |
| Q4 2021 | $391,000 | +17.4% | 9,433 | +20.5% | 0.27% | +6.7% |
| Q3 2021 | $333,000 | +2.8% | 7,830 | +9.8% | 0.25% | -0.4% |
| Q2 2021 | $324,000 | +15.3% | 7,130 | +11.2% | 0.25% | +3.7% |
| Q1 2021 | $281,000 | – | 6,413 | – | 0.24% | – |
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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% |