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 | $3,163 | -2.9% | 94,228 | +0.4% | 1.41% | -8.4% |
| Q2 2023 | $3,256 | +5.1% | 93,885 | +3.5% | 1.54% | +4.5% |
| Q1 2023 | $3,097 | -5.0% | 90,745 | -8.2% | 1.48% | -6.4% |
| Q4 2022 | $3,260 | -99.9% | 98,901 | +1.8% | 1.58% | +2.1% |
| Q3 2022 | $3,016,000 | -11.0% | 97,164 | -0.3% | 1.54% | -9.1% |
| Q2 2022 | $3,388,000 | -2.3% | 97,434 | +8.5% | 1.70% | +14.7% |
| Q1 2022 | $3,469,000 | +6.4% | 89,785 | +14.3% | 1.48% | +11.5% |
| Q4 2021 | $3,259,000 | +8.2% | 78,556 | +10.9% | 1.33% | +1.8% |
| Q3 2021 | $3,012,000 | +3.4% | 70,817 | +10.6% | 1.30% | -17.6% |
| Q2 2021 | $2,914,000 | +26.3% | 64,051 | +21.5% | 1.58% | +41.8% |
| Q1 2021 | $2,308,000 | +102.1% | 52,732 | +94.7% | 1.12% | +103.3% |
| Q4 2020 | $1,142,000 | – | 27,082 | – | 0.55% | – |
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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% |