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 | $2,563,710 | +5.3% | 76,369 | +7.9% | 0.21% | +4.5% |
| Q2 2023 | $2,433,625 | +1.3% | 70,786 | +0.6% | 0.20% | -6.9% |
| Q1 2023 | $2,402,325 | +96147.0% | 70,387 | +17.0% | 0.22% | -12.2% |
| Q4 2022 | $2,496 | -99.9% | 60,170 | -37.9% | 0.25% | -24.5% |
| Q3 2022 | $3,006,000 | -15.7% | 96,842 | -5.6% | 0.33% | -13.5% |
| Q2 2022 | $3,567,000 | +109.1% | 102,603 | +132.3% | 0.38% | +134.2% |
| Q1 2022 | $1,706,000 | -31.7% | 44,161 | -26.6% | 0.16% | -34.6% |
| Q4 2021 | $2,496,000 | +31.4% | 60,170 | +34.8% | 0.25% | +16.6% |
| Q3 2021 | $1,899,000 | -3.5% | 44,650 | -2.0% | 0.21% | -5.4% |
| Q2 2021 | $1,967,000 | +0.1% | 45,576 | +1.6% | 0.22% | -19.5% |
| Q1 2021 | $1,965,000 | +0.5% | 44,879 | -0.0% | 0.28% | -7.4% |
| Q4 2020 | $1,955,000 | +14.7% | 44,890 | -3.8% | 0.30% | -7.7% |
| Q3 2020 | $1,705,000 | +11.1% | 46,648 | +1.7% | 0.32% | -0.6% |
| Q2 2020 | $1,535,000 | +252.1% | 45,887 | +199.7% | 0.33% | +178.6% |
| Q1 2020 | $436,000 | – | 15,313 | – | 0.12% | – |
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% |