SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 1,621,460 | $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% |