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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,294,861 | -4.4% | 68,360 | -2.1% | 0.23% | -5.8% |
| Q2 2023 | $2,401,416 | +0.6% | 69,849 | -0.1% | 0.24% | -7.3% |
| Q1 2023 | $2,386,040 | +0.7% | 69,910 | -2.8% | 0.26% | -8.8% |
| Q4 2022 | $2,369,885 | -14.7% | 71,902 | -19.7% | 0.28% | -28.1% |
| Q3 2022 | $2,779,000 | -72.0% | 89,540 | -68.6% | 0.40% | -77.0% |
| Q2 2022 | $9,924,000 | -12.6% | 285,417 | -2.9% | 1.72% | -5.4% |
| Q1 2022 | $11,357,000 | -11.5% | 293,922 | -4.9% | 1.81% | -10.9% |
| Q4 2021 | $12,826,000 | +6.1% | 309,139 | +8.8% | 2.04% | -15.1% |
| Q3 2021 | $12,089,000 | +3.1% | 284,235 | +10.3% | 2.40% | -12.0% |
| Q2 2021 | $11,726,000 | +31.2% | 257,707 | +26.2% | 2.72% | +3.5% |
| Q1 2021 | $8,939,000 | +24.2% | 204,170 | +19.6% | 2.63% | +7.5% |
| Q4 2020 | $7,198,000 | +38.1% | 170,720 | +19.7% | 2.45% | +14.4% |
| Q3 2020 | $5,213,000 | +83.7% | 142,584 | +68.1% | 2.14% | +58.6% |
| Q2 2020 | $2,838,000 | +238.7% | 84,829 | +188.0% | 1.35% | +157.4% |
| Q1 2020 | $838,000 | +4555.6% | 29,457 | +6127.7% | 0.52% | +5140.0% |
| Q4 2019 | $18,000 | +12.5% | 473 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 470 | +4.9% | 0.01% | -16.7% |
| Q2 2019 | $16,000 | 0.0% | 448 | +0.4% | 0.01% | -7.7% |
| Q1 2019 | $16,000 | +14.3% | 446 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | – | 446 | – | 0.01% | – |
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% |