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 | $11,850 | +98650.0% | 353 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12 | 0.0% | 353 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $12 | 0.0% | 353 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12 | -99.9% | 353 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 353 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 353 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 353 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 353 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 353 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 353 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $15,000 | 0.0% | 353 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $15,000 | 0.0% | 353 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +25.0% | 353 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $12,000 | +9.1% | 353 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -15.4% | 353 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $13,000 | +8.3% | 353 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $12,000 | -7.7% | 353 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 353 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $13,000 | +1200.0% | 353 | +880.6% | 0.01% | +900.0% |
| Q4 2018 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | – | 36 | – | 0.00% | – |
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% |