SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,354 | -8.2% | 9,840 | -15.4% | 0.03% | -15.2% |
| Q3 2022 | $360,000 | +18.4% | 11,628 | +33.0% | 0.03% | +3.1% |
| Q2 2022 | $304,000 | -6.2% | 8,744 | +4.1% | 0.03% | -3.0% |
| Q1 2022 | $324,000 | -13.8% | 8,403 | -7.3% | 0.03% | -10.8% |
| Q4 2021 | $376,000 | +27.5% | 9,065 | +30.6% | 0.04% | +15.6% |
| Q3 2021 | $295,000 | +0.7% | 6,942 | +7.8% | 0.03% | -3.0% |
| Q2 2021 | $293,000 | +18.1% | 6,442 | +13.3% | 0.03% | +6.5% |
| Q1 2021 | $248,000 | -76.4% | 5,684 | -77.2% | 0.03% | -78.6% |
| Q4 2020 | $1,051,000 | +18.5% | 24,945 | -2.4% | 0.14% | -14.7% |
| Q1 2019 | $887,000 | +97.6% | 25,553 | +70.3% | 0.17% | +60.4% |
| Q4 2018 | $449,000 | +112.8% | 15,002 | +125.4% | 0.11% | +146.5% |
| Q2 2018 | $211,000 | – | 6,657 | – | 0.04% | – |
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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% |