SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,965,054 | -7.7% | 58,536 | -5.5% | 0.53% | -8.5% |
| Q2 2023 | $2,129,979 | +15.5% | 61,954 | +14.7% | 0.58% | +12.0% |
| Q1 2023 | $1,843,703 | +15.5% | 54,020 | +11.5% | 0.52% | +8.8% |
| Q4 2022 | $1,596,615 | +3.2% | 48,441 | -2.8% | 0.48% | -7.2% |
| Q3 2022 | $1,547,000 | +21.4% | 49,829 | +36.0% | 0.51% | +22.8% |
| Q2 2022 | $1,274,000 | +1.6% | 36,640 | +12.9% | 0.42% | +6.9% |
| Q1 2022 | $1,254,000 | +3.4% | 32,457 | +11.7% | 0.39% | -3.7% |
| Q4 2021 | $1,213,000 | -61.2% | 29,046 | -57.7% | 0.40% | -67.6% |
| Q2 2021 | $3,124,000 | +38.5% | 68,667 | +33.3% | 1.25% | +18.7% |
| Q1 2021 | $2,255,000 | +7.4% | 51,511 | +3.5% | 1.05% | +1.2% |
| Q4 2020 | $2,099,000 | +17.9% | 49,789 | +2.3% | 1.04% | -0.3% |
| Q3 2020 | $1,780,000 | +6.8% | 48,684 | -2.3% | 1.04% | +1.6% |
| Q2 2020 | $1,667,000 | +40.2% | 49,807 | +19.2% | 1.03% | +13.1% |
| Q1 2020 | $1,189,000 | -11.9% | 41,777 | +16.3% | 0.91% | +19.6% |
| Q4 2019 | $1,350,000 | +36.4% | 35,922 | +24.4% | 0.76% | +42.9% |
| Q3 2019 | $990,000 | +72.2% | 28,868 | +79.8% | 0.53% | +68.9% |
| Q2 2019 | $575,000 | +95.6% | 16,058 | +84.5% | 0.32% | +92.1% |
| Q1 2019 | $294,000 | +13.1% | 8,705 | +8.3% | 0.16% | +2.5% |
| Q4 2018 | $260,000 | – | 8,036 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |