SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,182,880 | +3.7% | 243,756 | +6.2% | 3.54% | +4.4% |
| Q2 2023 | $7,892,607 | +2.8% | 229,570 | +2.0% | 3.39% | -2.1% |
| Q1 2023 | $7,678,729 | +3.8% | 224,985 | +0.3% | 3.47% | -1.6% |
| Q4 2022 | $7,395,136 | +12.1% | 224,367 | +5.6% | 3.52% | +0.8% |
| Q3 2022 | $6,595,000 | -7.0% | 212,477 | +4.1% | 3.50% | -3.6% |
| Q2 2022 | $7,095,000 | -4.5% | 204,056 | +6.2% | 3.63% | +7.5% |
| Q1 2022 | $7,426,000 | -1.9% | 192,195 | +5.4% | 3.37% | +1.0% |
| Q4 2021 | $7,568,000 | -0.4% | 182,414 | +3.5% | 3.34% | -3.1% |
| Q3 2021 | $7,602,000 | +7.1% | 176,293 | +13.0% | 3.45% | -4.5% |
| Q2 2021 | $7,096,000 | +8.9% | 155,953 | +4.8% | 3.61% | +1.7% |
| Q1 2021 | $6,515,000 | +6.0% | 148,818 | +2.1% | 3.55% | -3.6% |
| Q4 2020 | $6,144,000 | +16.1% | 145,728 | +0.7% | 3.68% | +0.0% |
| Q3 2020 | $5,290,000 | +10.6% | 144,689 | +1.2% | 3.68% | +1.9% |
| Q2 2020 | $4,782,000 | +23.3% | 142,910 | +4.8% | 3.61% | +2.9% |
| Q1 2020 | $3,879,000 | -18.5% | 136,304 | +7.7% | 3.51% | -2.8% |
| Q4 2019 | $4,757,000 | – | 126,547 | – | 3.61% | – |
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% |