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 | $60,575,315 | +1.0% | 1,804,448 | +3.5% | 1.10% | +1.2% |
| Q2 2023 | $59,946,908 | +11.6% | 1,743,656 | +10.7% | 1.09% | -7.8% |
| Q1 2023 | $53,739,595 | -8.7% | 1,574,555 | -11.9% | 1.18% | -18.7% |
| Q4 2022 | $58,882,115 | +36.1% | 1,786,471 | +28.2% | 1.46% | +17.7% |
| Q3 2022 | $43,261,000 | -3.9% | 1,393,709 | +7.6% | 1.24% | -3.1% |
| Q2 2022 | $45,027,000 | -7.6% | 1,295,021 | +2.7% | 1.28% | +2.8% |
| Q1 2022 | $48,713,000 | +16.3% | 1,260,704 | +24.8% | 1.24% | +18.3% |
| Q4 2021 | $41,898,000 | +4.4% | 1,009,814 | +7.1% | 1.05% | -9.1% |
| Q3 2021 | $40,115,000 | +2.6% | 943,183 | +7.2% | 1.16% | -8.5% |
| Q2 2021 | $39,092,000 | +8.8% | 879,458 | +7.2% | 1.26% | -9.5% |
| Q1 2021 | $35,929,000 | +2.1% | 820,634 | -1.7% | 1.40% | -10.7% |
| Q4 2020 | $35,187,000 | +17.9% | 834,620 | +3.4% | 1.56% | -10.1% |
| Q3 2020 | $29,854,000 | +2.9% | 806,870 | -0.1% | 1.74% | -11.7% |
| Q2 2020 | $29,002,000 | +20.7% | 807,620 | -0.7% | 1.97% | +1.5% |
| Q1 2020 | $24,025,000 | -13.0% | 813,032 | +10.7% | 1.94% | -13.4% |
| Q4 2019 | $27,610,000 | +5.0% | 734,527 | +2.9% | 2.24% | +3.0% |
| Q3 2019 | $26,301,000 | +15.6% | 713,924 | +7.1% | 2.18% | +0.4% |
| Q2 2019 | $22,759,000 | +11.2% | 666,824 | +16.6% | 2.17% | +37.3% |
| Q1 2019 | $20,459,000 | +25.7% | 572,107 | +25.3% | 1.58% | -25.5% |
| Q4 2018 | $16,278,000 | – | 456,609 | – | 2.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |