SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $452 | -99.9% | 13,234 | -12.3% | 0.09% | -21.7% |
| Q4 2022 | $497,333 | -6.3% | 15,089 | -11.9% | 0.12% | -14.9% |
| Q3 2022 | $531,000 | -32.0% | 17,120 | -23.8% | 0.14% | -29.5% |
| Q2 2022 | $781,000 | -10.2% | 22,463 | -0.2% | 0.20% | +3.1% |
| Q1 2022 | $870,000 | -34.7% | 22,515 | -29.9% | 0.19% | -31.9% |
| Q4 2021 | $1,332,000 | -0.5% | 32,113 | +2.0% | 0.28% | -7.2% |
| Q3 2021 | $1,339,000 | -3.0% | 31,477 | +3.7% | 0.31% | -2.8% |
| Q2 2021 | $1,380,000 | +1.4% | 30,340 | -2.4% | 0.32% | -6.0% |
| Q1 2021 | $1,361,000 | +10.7% | 31,098 | +6.6% | 0.34% | +9.4% |
| Q4 2020 | $1,230,000 | +7.4% | 29,170 | -6.8% | 0.31% | +24.3% |
| Q3 2020 | $1,145,000 | +40.7% | 31,315 | +28.7% | 0.25% | +35.7% |
| Q2 2020 | $814,000 | +45.4% | 24,326 | +23.6% | 0.18% | +14.5% |
| Q1 2020 | $560,000 | -25.5% | 19,682 | -1.6% | 0.16% | -7.6% |
| Q4 2019 | $752,000 | +9.5% | 19,994 | -0.2% | 0.17% | -14.4% |
| Q3 2019 | $687,000 | +2.5% | 20,041 | +7.1% | 0.20% | +6.3% |
| Q2 2019 | $670,000 | +72.7% | 18,712 | +72.3% | 0.19% | +58.8% |
| Q1 2019 | $388,000 | +54.6% | 10,862 | +39.9% | 0.12% | +3.5% |
| Q4 2018 | $251,000 | – | 7,763 | – | 0.12% | – |
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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% |