SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,042,236 | +1.1% | 120,412 | +3.6% | 2.50% | +3.4% |
| Q2 2023 | $3,996,657 | -0.2% | 116,249 | -0.9% | 2.41% | -2.1% |
| Q1 2023 | $4,005,498 | +10.0% | 117,360 | +6.2% | 2.47% | +1.0% |
| Q4 2022 | $3,641,421 | +3.6% | 110,480 | -2.4% | 2.44% | -2.9% |
| Q3 2022 | $3,515,000 | -7.5% | 113,241 | +3.7% | 2.51% | -2.2% |
| Q2 2022 | $3,798,000 | -9.3% | 109,246 | +0.8% | 2.57% | +3.1% |
| Q1 2022 | $4,189,000 | +3.1% | 108,409 | +10.7% | 2.49% | +7.5% |
| Q4 2021 | $4,064,000 | -2.3% | 97,942 | +1.3% | 2.32% | -7.2% |
| Q3 2021 | $4,160,000 | – | 96,676 | – | 2.50% | – |
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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% |