SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 578 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $705,521 | -7.0% | 18,729 | -10.7% | 0.02% | -12.5% |
| Q1 2024 | $758,854 | -34.9% | 20,969 | -36.3% | 0.02% | -40.0% |
| Q4 2023 | $1,166,285 | +64.3% | 32,937 | +55.8% | 0.04% | +11.1% |
| Q3 2023 | $709,791 | -59.2% | 21,144 | -58.2% | 0.04% | -57.1% |
| Q2 2023 | $1,738,170 | -16.7% | 50,558 | -17.3% | 0.08% | -34.4% |
| Q1 2023 | $2,086,650 | +234.8% | 61,138 | +223.3% | 0.13% | +190.9% |
| Q4 2022 | $623,274 | +13.1% | 18,910 | +6.6% | 0.04% | -2.2% |
| Q3 2022 | $551,000 | -10.7% | 17,738 | 0.0% | 0.04% | -11.8% |
| Q2 2022 | $617,000 | -4.6% | 17,738 | +6.0% | 0.05% | +10.9% |
| Q1 2022 | $647,000 | -6.6% | 16,738 | +0.2% | 0.05% | -11.5% |
| Q4 2021 | $693,000 | – | 16,700 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,469,729 | $53,733,000 | 18.18% |
| HighMark Wealth Management LLC | 260,294 | $9,516,000 | 8.57% |
| Advisory Alpha, LLC | 879,859 | $32,836,000 | 7.05% |
| Financial Strategies Group, Inc. | 262,102 | $9,582,000 | 6.45% |
| Global Strategic Investment Solutions, LLC | 668,174 | $24,428,000 | 6.20% |
| Blueprint Investment Partners LLC | 181,457 | $7,650,000 | 6.04% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 191,885 | $7,015,000 | 4.86% |
| ERn Financial, LLC | 279,339 | $10,213,000 | 4.78% |
| Sterneck Capital Management, LLC | 148,389 | $5,425,000 | 4.58% |
| CAPITAL WEALTH MANAGEMENT, LLC | 123,809 | $4,526,000 | 4.56% |