SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $146,923,171 | +1.7% | 4,273,507 | +1.0% | 0.53% | -0.7% |
Q1 2023 | $144,439,321 | +10.4% | 4,232,034 | +6.7% | 0.54% | +4.3% |
Q4 2022 | $130,774,897 | +29.9% | 3,967,685 | +22.4% | 0.51% | +19.0% |
Q3 2022 | $100,649,000 | -1.4% | 3,242,562 | +10.4% | 0.43% | +7.2% |
Q2 2022 | $102,129,000 | +17.0% | 2,937,281 | +29.9% | 0.40% | +33.0% |
Q1 2022 | $87,282,000 | +3.3% | 2,261,162 | +11.0% | 0.30% | +9.0% |
Q4 2021 | $84,496,000 | +0.7% | 2,037,277 | +3.3% | 0.28% | -4.5% |
Q3 2021 | $83,893,000 | -2.0% | 1,972,568 | +4.9% | 0.29% | -1.0% |
Q2 2021 | $85,594,000 | +3.3% | 1,881,195 | -0.6% | 0.29% | -0.7% |
Q1 2021 | $82,846,000 | +8.6% | 1,892,338 | +4.5% | 0.30% | +3.1% |
Q4 2020 | $76,320,000 | +30.3% | 1,810,246 | +13.0% | 0.29% | +9.5% |
Q3 2020 | $58,569,000 | +13.9% | 1,601,998 | +4.2% | 0.26% | +6.9% |
Q2 2020 | $51,444,000 | – | 1,537,483 | – | 0.24% | – |
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% |