SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,683,057 | -1.3% | 50,135 | +1.1% | 0.06% | +1.8% |
Q2 2023 | $1,705,239 | -3.6% | 49,599 | -4.3% | 0.06% | -8.3% |
Q1 2023 | $1,768,100 | +22.0% | 51,804 | +17.8% | 0.06% | -4.8% |
Q4 2022 | $1,449,511 | +296.0% | 43,977 | +272.9% | 0.06% | +270.6% |
Q3 2022 | $366,000 | -12.2% | 11,793 | -1.6% | 0.02% | -10.5% |
Q2 2022 | $417,000 | -18.1% | 11,984 | -7.7% | 0.02% | -5.0% |
Q1 2022 | $509,000 | -12.7% | 12,986 | -7.5% | 0.02% | -9.1% |
Q4 2021 | $583,000 | -14.6% | 14,042 | -12.6% | 0.02% | -21.4% |
Q3 2021 | $683,000 | -8.1% | 16,063 | -1.6% | 0.03% | -9.7% |
Q2 2021 | $743,000 | +8.0% | 16,324 | +3.9% | 0.03% | -3.1% |
Q1 2021 | $688,000 | -4.7% | 15,716 | -8.2% | 0.03% | -17.9% |
Q4 2020 | $722,000 | +54.9% | 17,118 | +34.3% | 0.04% | +34.5% |
Q3 2020 | $466,000 | -31.9% | 12,745 | -37.7% | 0.03% | -35.6% |
Q2 2020 | $684,000 | +66.4% | 20,451 | +41.4% | 0.04% | +36.4% |
Q1 2020 | $411,000 | +284.1% | 14,461 | +409.7% | 0.03% | +312.5% |
Q4 2019 | $107,000 | -78.7% | 2,837 | -80.7% | 0.01% | -81.4% |
Q3 2019 | $503,000 | -1.9% | 14,668 | +2.4% | 0.04% | -14.0% |
Q2 2019 | $513,000 | +269.1% | 14,321 | +231.8% | 0.05% | +163.2% |
Q4 2018 | $139,000 | -79.3% | 4,316 | -77.6% | 0.02% | -77.1% |
Q3 2018 | $671,000 | +181.9% | 19,256 | +184.9% | 0.08% | +144.1% |
Q2 2018 | $238,000 | -63.7% | 6,759 | -59.5% | 0.03% | -66.7% |
Q1 2018 | $656,000 | – | 16,699 | – | 0.10% | – |
Download |
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% |