SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $695,509 | +6.7% | 20,718 | +9.3% | 0.36% | +13.4% |
Q2 2023 | $651,782 | -7.3% | 18,958 | -7.9% | 0.31% | +0.6% |
Q1 2023 | $702,805 | +9.4% | 20,592 | +5.7% | 0.31% | +9.5% |
Q4 2022 | $642,193 | +8.8% | 19,484 | +2.5% | 0.28% | -9.3% |
Q3 2022 | $590,000 | -43.1% | 19,007 | -36.3% | 0.31% | -48.9% |
Q2 2022 | $1,037,000 | -2.7% | 29,823 | +8.1% | 0.61% | +7.4% |
Q1 2022 | $1,066,000 | -0.9% | 27,581 | +6.4% | 0.57% | +6.3% |
Q4 2021 | $1,076,000 | +2.5% | 25,933 | +5.1% | 0.54% | -7.3% |
Q3 2021 | $1,050,000 | -3.7% | 24,678 | +3.0% | 0.58% | +1.0% |
Q2 2021 | $1,090,000 | +8.0% | 23,961 | +4.0% | 0.57% | -2.6% |
Q1 2021 | $1,009,000 | +6.8% | 23,043 | +2.8% | 0.59% | +3.9% |
Q4 2020 | $945,000 | +94.4% | 22,410 | +68.6% | 0.56% | +61.0% |
Q3 2020 | $486,000 | – | 13,288 | – | 0.35% | – |
Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q4 2019 | $834,000 | +28.1% | 22,204 | +16.9% | 0.47% | +23.9% |
Q3 2019 | $651,000 | -0.9% | 19,002 | +3.6% | 0.38% | -3.6% |
Q2 2019 | $657,000 | +14.5% | 18,347 | +14.4% | 0.39% | +11.6% |
Q1 2019 | $574,000 | +16.9% | 16,041 | +5.6% | 0.35% | -20.7% |
Q4 2018 | $491,000 | -9.6% | 15,185 | -2.6% | 0.44% | +18.7% |
Q3 2018 | $543,000 | +5.6% | 15,596 | +7.2% | 0.38% | -4.6% |
Q2 2018 | $514,000 | +30.8% | 14,552 | +45.6% | 0.39% | +18.4% |
Q1 2018 | $393,000 | +39200.0% | 9,995 | +71292.9% | 0.33% | +33100.0% |
Q4 2017 | $1,000 | – | 14 | – | 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% |