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 | $3,583,972 | -45.6% | 106,761 | -44.3% | 0.08% | -46.6% |
Q2 2023 | $6,590,371 | -0.4% | 191,692 | -1.2% | 0.15% | -5.8% |
Q1 2023 | $6,618,638 | +8.5% | 193,924 | +4.8% | 0.16% | -12.4% |
Q4 2022 | $6,099,105 | +879.0% | 185,046 | +821.9% | 0.18% | +669.6% |
Q3 2022 | $623,000 | -2.4% | 20,073 | +9.4% | 0.02% | -14.8% |
Q2 2022 | $638,000 | -9.8% | 18,351 | +0.2% | 0.03% | 0.0% |
Q1 2022 | $707,000 | -61.8% | 18,309 | -58.9% | 0.03% | -58.5% |
Q4 2021 | $1,850,000 | -2.1% | 44,580 | +0.3% | 0.06% | -13.3% |
Q3 2021 | $1,889,000 | -4.2% | 44,425 | +2.5% | 0.08% | -7.4% |
Q2 2021 | $1,972,000 | +9.2% | 43,340 | +5.1% | 0.08% | -3.6% |
Q1 2021 | $1,806,000 | +260.5% | 41,248 | +246.8% | 0.08% | +223.1% |
Q4 2020 | $501,000 | +65.9% | 11,894 | +44.0% | 0.03% | +23.8% |
Q3 2020 | $302,000 | +22.8% | 8,261 | +12.2% | 0.02% | +16.7% |
Q2 2020 | $246,000 | +5.6% | 7,362 | -10.2% | 0.02% | -14.3% |
Q1 2020 | $233,000 | -52.9% | 8,194 | -37.8% | 0.02% | -46.2% |
Q4 2019 | $495,000 | +115.2% | 13,176 | +96.7% | 0.04% | +85.7% |
Q3 2019 | $230,000 | +11400.0% | 6,699 | +10367.2% | 0.02% | – |
Q2 2019 | $2,000 | -99.2% | 64 | -99.1% | 0.00% | -100.0% |
Q1 2019 | $248,000 | +4033.3% | 6,761 | +3656.1% | 0.04% | +3500.0% |
Q4 2018 | $6,000 | -88.2% | 180 | -87.5% | 0.00% | -90.9% |
Q2 2018 | $51,000 | +5000.0% | 1,435 | +4848.3% | 0.01% | – |
Q1 2018 | $1,000 | – | 29 | – | 0.00% | – |
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% |