SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,724 | -2.4% | 9,256 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $318,221 | +49.4% | 9,256 | +50.9% | 0.12% | +30.2% |
| Q2 2022 | $213,000 | -25.5% | 6,132 | -17.1% | 0.10% | -17.2% |
| Q1 2022 | $286,000 | -41.8% | 7,399 | -37.5% | 0.12% | -48.7% |
| Q4 2021 | $491,000 | -21.4% | 11,831 | -19.5% | 0.23% | -29.4% |
| Q3 2021 | $625,000 | -22.0% | 14,706 | -16.4% | 0.32% | -22.3% |
| Q2 2021 | $801,000 | -24.1% | 17,598 | -27.0% | 0.41% | -31.3% |
| Q1 2021 | $1,055,000 | +51.8% | 24,099 | +46.2% | 0.60% | +38.2% |
| Q4 2020 | $695,000 | +26.4% | 16,480 | +9.6% | 0.43% | +17.3% |
| Q3 2020 | $550,000 | +12.9% | 15,033 | +3.3% | 0.37% | +5.4% |
| Q2 2020 | $487,000 | +6.3% | 14,551 | -9.6% | 0.35% | -2.2% |
| Q1 2020 | $458,000 | -12.3% | 16,091 | +16.0% | 0.36% | +16.2% |
| Q4 2019 | $522,000 | +25.8% | 13,874 | +13.3% | 0.31% | +10.4% |
| Q3 2019 | $415,000 | +42.1% | 12,248 | +51.9% | 0.28% | +41.4% |
| Q2 2019 | $292,000 | – | 8,061 | – | 0.20% | – |
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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% |