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 | $3,418,498 | +1.0% | 101,832 | +5.1% | 1.07% | +3.1% |
| Q2 2023 | $3,383,510 | +5.6% | 96,921 | +3.2% | 1.04% | +10.6% |
| Q1 2023 | $3,205,394 | +26.5% | 93,945 | +22.2% | 0.94% | +16.7% |
| Q4 2022 | $2,533,461 | -11.9% | 76,865 | -17.0% | 0.80% | -19.2% |
| Q3 2022 | $2,875,000 | -12.7% | 92,625 | -2.2% | 1.00% | -11.6% |
| Q2 2022 | $3,294,000 | -34.1% | 94,726 | -26.8% | 1.13% | -29.3% |
| Q1 2022 | $5,001,000 | -12.6% | 129,438 | -6.2% | 1.59% | -19.6% |
| Q4 2021 | $5,724,000 | -5.4% | 137,957 | -3.1% | 1.98% | -15.7% |
| Q3 2021 | $6,053,000 | -12.0% | 142,323 | -5.9% | 2.35% | -20.2% |
| Q2 2021 | $6,880,000 | +8.0% | 151,218 | +3.9% | 2.94% | +7.2% |
| Q1 2021 | $6,371,000 | +37.0% | 145,523 | +31.9% | 2.74% | +17.9% |
| Q4 2020 | $4,652,000 | – | 110,353 | – | 2.33% | – |
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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% |