SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,867,633 | +6.2% | 234,365 | +8.7% | 2.18% | +3.7% |
| Q2 2023 | $7,409,509 | +10.5% | 215,518 | +9.7% | 2.10% | -2.7% |
| Q1 2023 | $6,702,484 | +13.3% | 196,381 | +9.4% | 2.16% | +0.6% |
| Q4 2022 | $5,917,144 | +3.2% | 179,525 | -2.8% | 2.15% | -6.2% |
| Q3 2022 | $5,733,000 | -7.2% | 184,686 | +3.9% | 2.29% | -7.3% |
| Q2 2022 | $6,179,000 | -6.7% | 177,712 | +3.7% | 2.47% | +14.8% |
| Q1 2022 | $6,621,000 | -22.2% | 171,360 | -16.4% | 2.16% | -18.5% |
| Q4 2021 | $8,506,000 | +4.7% | 205,002 | +7.3% | 2.64% | -8.1% |
| Q3 2021 | $8,128,000 | +4.3% | 191,102 | +11.6% | 2.88% | -0.2% |
| Q2 2021 | $7,792,000 | +5.9% | 171,247 | +1.9% | 2.88% | +0.5% |
| Q1 2021 | $7,358,000 | +5.0% | 168,066 | +0.9% | 2.87% | -15.0% |
| Q4 2020 | $7,006,000 | +19.4% | 166,507 | +3.8% | 3.38% | +20.4% |
| Q3 2020 | $5,867,000 | +12.4% | 160,483 | +2.9% | 2.80% | +5.4% |
| Q2 2020 | $5,220,000 | +13.0% | 156,017 | -3.9% | 2.66% | -23.5% |
| Q1 2020 | $4,620,000 | -2.5% | 162,322 | +28.8% | 3.48% | +19.7% |
| Q4 2019 | $4,739,000 | +21.8% | 126,073 | +11.1% | 2.90% | +13.2% |
| Q3 2019 | $3,890,000 | +56.4% | 113,478 | +63.3% | 2.57% | +51.0% |
| Q2 2019 | $2,488,000 | +147.8% | 69,504 | +147.5% | 1.70% | +131.6% |
| Q1 2019 | $1,004,000 | – | 28,080 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |