SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $168,930 | -15.9% | 5,033 | -13.8% | 0.04% | -10.0% |
Q2 2023 | $200,753 | +5.0% | 5,840 | +4.3% | 0.04% | 0.0% |
Q1 2023 | $191,133 | +8.3% | 5,601 | +4.6% | 0.04% | 0.0% |
Q4 2022 | $176,440 | +4.4% | 5,354 | -1.7% | 0.04% | -4.8% |
Q3 2022 | $169,000 | +11.9% | 5,448 | +25.7% | 0.04% | +13.5% |
Q2 2022 | $151,000 | -8.5% | 4,335 | +1.3% | 0.04% | +5.7% |
Q1 2022 | $165,000 | -0.6% | 4,281 | +6.8% | 0.04% | +2.9% |
Q4 2021 | $166,000 | -1.8% | 4,010 | +1.2% | 0.03% | -8.1% |
Q3 2021 | $169,000 | +67.3% | 3,962 | +79.1% | 0.04% | +68.2% |
Q2 2021 | $101,000 | +5.2% | 2,212 | +0.6% | 0.02% | -4.3% |
Q1 2021 | $96,000 | +7.9% | 2,198 | +3.9% | 0.02% | 0.0% |
Q4 2020 | $89,000 | +17.1% | 2,115 | +1.2% | 0.02% | 0.0% |
Q3 2020 | $76,000 | +8.6% | 2,089 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $70,000 | +20.7% | 2,089 | +1.7% | 0.02% | +4.5% |
Q1 2020 | $58,000 | -24.7% | 2,054 | 0.0% | 0.02% | -8.3% |
Q4 2019 | $77,000 | -9.4% | 2,054 | -16.7% | 0.02% | -17.2% |
Q3 2019 | $85,000 | -3.4% | 2,467 | +0.2% | 0.03% | -6.5% |
Q2 2019 | $88,000 | -14.6% | 2,463 | -14.2% | 0.03% | -18.4% |
Q1 2019 | $103,000 | +12.0% | 2,872 | +0.6% | 0.04% | +2.7% |
Q4 2018 | $92,000 | – | 2,856 | – | 0.04% | – |
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% |