SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,248,334 | +0.6% | 96,763 | +3.0% | 0.54% | +2.7% |
Q2 2023 | $3,228,351 | +4.6% | 93,902 | +3.9% | 0.52% | +1.6% |
Q1 2023 | $3,085,522 | +5.0% | 90,405 | +1.4% | 0.51% | -1.7% |
Q4 2022 | $2,938,944 | +39.2% | 89,167 | +31.1% | 0.52% | +33.8% |
Q3 2022 | $2,111,000 | -6.1% | 67,990 | +5.2% | 0.39% | -3.5% |
Q2 2022 | $2,248,000 | -0.4% | 64,656 | +10.8% | 0.40% | -1.7% |
Q1 2022 | $2,256,000 | +7.8% | 58,373 | +15.7% | 0.41% | +0.5% |
Q4 2021 | $2,092,000 | +7.2% | 50,437 | +9.9% | 0.41% | -5.1% |
Q3 2021 | $1,952,000 | +1.3% | 45,893 | +8.4% | 0.43% | -3.8% |
Q2 2021 | $1,927,000 | +17.1% | 42,353 | +12.6% | 0.45% | +6.2% |
Q1 2021 | $1,646,000 | +3.3% | 37,601 | -0.6% | 0.42% | +10.8% |
Q4 2020 | $1,594,000 | +16.6% | 37,811 | +1.1% | 0.38% | -15.5% |
Q3 2020 | $1,367,000 | +31.6% | 37,390 | +7.3% | 0.45% | +33.8% |
Q2 2020 | $1,039,000 | +4.4% | 34,855 | -8.7% | 0.34% | -28.8% |
Q1 2020 | $995,000 | -15.7% | 38,180 | +21.6% | 0.47% | -14.8% |
Q4 2019 | $1,180,000 | +10.4% | 31,398 | +0.7% | 0.56% | -4.6% |
Q3 2019 | $1,069,000 | +8.6% | 31,189 | +13.4% | 0.58% | -2.0% |
Q2 2019 | $984,000 | +11.3% | 27,497 | +11.3% | 0.59% | +0.2% |
Q1 2019 | $884,000 | +13.6% | 24,706 | +2.8% | 0.59% | +19.1% |
Q4 2018 | $778,000 | -41.5% | 24,031 | -37.1% | 0.50% | -59.0% |
Q3 2018 | $1,330,000 | +27.4% | 38,176 | +29.2% | 1.22% | +19.9% |
Q2 2018 | $1,044,000 | +1.7% | 29,541 | +13.0% | 1.01% | -4.0% |
Q1 2018 | $1,027,000 | – | 26,138 | – | 1.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
KWB Wealth | 780,829 | $32,397,000 | 5.40% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |