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 | $771,891 | +14.9% | 22,993 | +17.7% | 0.13% | +36.6% |
| Q2 2023 | $671,607 | +32.4% | 19,535 | +31.5% | 0.09% | +1.1% |
| Q1 2023 | $507,144 | -1.3% | 14,859 | -4.7% | 0.09% | -14.0% |
| Q4 2022 | $513,823 | +3.6% | 15,589 | -2.4% | 0.11% | -4.5% |
| Q3 2022 | $496,000 | -8.5% | 15,977 | +2.5% | 0.11% | +3.7% |
| Q2 2022 | $542,000 | -43.3% | 15,593 | -36.9% | 0.11% | -40.3% |
| Q1 2022 | $956,000 | +100.4% | 24,729 | +115.0% | 0.18% | +96.7% |
| Q4 2021 | $477,000 | -23.1% | 11,501 | -21.1% | 0.09% | -32.4% |
| Q3 2021 | $620,000 | -34.6% | 14,585 | -30.0% | 0.14% | -37.3% |
| Q2 2021 | $948,000 | -0.4% | 20,845 | -4.1% | 0.22% | -12.1% |
| Q1 2021 | $952,000 | +18.6% | 21,745 | +14.2% | 0.25% | +6.9% |
| Q4 2020 | $803,000 | -71.0% | 19,049 | -74.8% | 0.23% | -75.3% |
| Q3 2020 | $2,768,000 | +356.0% | 75,675 | +317.3% | 0.94% | +308.3% |
| Q2 2020 | $607,000 | -63.7% | 18,135 | -69.1% | 0.23% | -70.1% |
| Q1 2020 | $1,671,000 | +203.3% | 58,706 | +300.4% | 0.77% | +236.4% |
| Q4 2019 | $551,000 | +121.3% | 14,662 | +101.6% | 0.23% | +91.6% |
| Q3 2019 | $249,000 | -83.7% | 7,273 | -82.9% | 0.12% | -85.7% |
| Q2 2019 | $1,527,000 | +9.4% | 42,589 | +9.1% | 0.83% | -12.9% |
| Q1 2019 | $1,396,000 | +462.9% | 39,044 | +409.3% | 0.96% | +329.1% |
| Q4 2018 | $248,000 | – | 7,666 | – | 0.22% | – |
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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% |