SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,297,634 | +11.4% | 157,809 | +14.1% | 0.09% | +14.8% |
| Q2 2023 | $4,755,325 | +104183.4% | 138,316 | +3.5% | 0.08% | -13.8% |
| Q1 2023 | $4,560 | +57.1% | 133,593 | +51.7% | 0.09% | +19.0% |
| Q4 2022 | $2,902 | -99.9% | 88,050 | +2.9% | 0.08% | -7.1% |
| Q3 2022 | $2,657,000 | +7.8% | 85,607 | +20.8% | 0.08% | +10.4% |
| Q2 2022 | $2,464,000 | -17.0% | 70,855 | -7.8% | 0.08% | -15.4% |
| Q1 2022 | $2,969,000 | +2.4% | 76,828 | +10.0% | 0.09% | +5.8% |
| Q4 2021 | $2,899,000 | +13.7% | 69,863 | +16.5% | 0.09% | +3.6% |
| Q3 2021 | $2,549,000 | +17.1% | 59,944 | +25.3% | 0.08% | +7.8% |
| Q2 2021 | $2,177,000 | +72.0% | 47,850 | +65.4% | 0.08% | +48.1% |
| Q1 2021 | $1,266,000 | +58.4% | 28,923 | +52.6% | 0.05% | +36.8% |
| Q4 2020 | $799,000 | +289.8% | 18,953 | +238.0% | 0.04% | +192.3% |
| Q3 2020 | $205,000 | -12.8% | 5,608 | -20.2% | 0.01% | -23.5% |
| Q2 2020 | $235,000 | – | 7,030 | – | 0.02% | – |
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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% |