SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,382,349 | +11.4% | 245,600 | +7.6% | 5.21% | +5.4% |
| Q4 2022 | $7,526,259 | +5.3% | 228,343 | -0.1% | 4.94% | +3.9% |
| Q3 2022 | $7,145,000 | -7.7% | 228,552 | +2.5% | 4.76% | -0.3% |
| Q2 2022 | $7,739,000 | -13.2% | 222,958 | -3.3% | 4.77% | -5.9% |
| Q1 2022 | $8,912,000 | +23.7% | 230,648 | +32.9% | 5.07% | +25.4% |
| Q4 2021 | $7,203,000 | +3.8% | 173,599 | +6.4% | 4.04% | -0.9% |
| Q3 2021 | $6,940,000 | -3.8% | 163,171 | +2.9% | 4.08% | -5.1% |
| Q2 2021 | $7,216,000 | -2.5% | 158,589 | -3.9% | 4.30% | -7.4% |
| Q1 2021 | $7,401,000 | +2.8% | 164,983 | -3.4% | 4.64% | +8.1% |
| Q4 2020 | $7,197,000 | +2.6% | 170,714 | -11.0% | 4.30% | -11.7% |
| Q3 2020 | $7,015,000 | -10.3% | 191,885 | -17.9% | 4.86% | -25.6% |
| Q2 2020 | $7,821,000 | +16.6% | 233,747 | -0.8% | 6.54% | -3.2% |
| Q1 2020 | $6,706,000 | – | 235,659 | – | 6.76% | – |
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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% |