SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,867,736 | +7.2% | 476,355 | +1.6% | 4.43% | -3.1% |
| Q3 2023 | $15,736,313 | -2.1% | 468,761 | +0.2% | 4.58% | +3.2% |
| Q2 2023 | $16,082,020 | +0.9% | 467,773 | +0.2% | 4.44% | -1.8% |
| Q1 2023 | $15,937,124 | +3.9% | 466,954 | +0.4% | 4.52% | +1.5% |
| Q4 2022 | $15,336,672 | +0.7% | 465,312 | -5.1% | 4.45% | -4.4% |
| Q3 2022 | $15,224,000 | -7.9% | 490,452 | +3.1% | 4.66% | -3.7% |
| Q2 2022 | $16,533,000 | +0.9% | 475,490 | +12.1% | 4.84% | +11.4% |
| Q1 2022 | $16,383,000 | +2.9% | 423,998 | +10.5% | 4.34% | +8.9% |
| Q4 2021 | $15,921,000 | +19.7% | 383,738 | +22.7% | 3.99% | +12.9% |
| Q3 2021 | $13,296,000 | +2.4% | 312,625 | +9.5% | 3.53% | +1.5% |
| Q2 2021 | $12,990,000 | +7.2% | 285,484 | +3.2% | 3.48% | +0.0% |
| Q1 2021 | $12,115,000 | +18.3% | 276,733 | +13.9% | 3.48% | +9.0% |
| Q4 2020 | $10,239,000 | +44.9% | 242,870 | +25.7% | 3.19% | +23.2% |
| Q3 2020 | $7,067,000 | +10.8% | 193,287 | +1.4% | 2.59% | +4.3% |
| Q2 2020 | $6,376,000 | +61.7% | 190,549 | +37.5% | 2.48% | +20.7% |
| Q1 2020 | $3,944,000 | -17.4% | 138,579 | +9.2% | 2.06% | -14.0% |
| Q4 2019 | $4,772,000 | +6.7% | 126,959 | +2.1% | 2.39% | +0.9% |
| Q3 2019 | $4,474,000 | +9.4% | 124,394 | +9.2% | 2.37% | +4.2% |
| Q2 2019 | $4,088,000 | +7.1% | 113,940 | +9.8% | 2.27% | +3.0% |
| Q1 2019 | $3,816,000 | +16.6% | 103,768 | +2.6% | 2.21% | -2.4% |
| Q4 2018 | $3,273,000 | – | 101,141 | – | 2.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |