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 | $1,753,942 | -58.0% | 52,248 | -57.0% | 0.15% | -58.4% |
| Q2 2023 | $4,177,050 | +2.4% | 121,497 | +1.6% | 0.36% | -6.3% |
| Q1 2023 | $4,079,741 | +287.2% | 119,535 | +274.0% | 0.38% | +251.9% |
| Q4 2022 | $1,053,596 | -41.0% | 31,965 | -44.8% | 0.11% | +5.9% |
| Q3 2022 | $1,786,000 | -8.3% | 57,893 | +3.3% | 0.10% | -8.9% |
| Q2 2022 | $1,947,000 | -15.7% | 56,059 | -6.2% | 0.11% | 0.0% |
| Q1 2022 | $2,310,000 | +99.5% | 59,781 | +113.2% | 0.11% | -1.8% |
| Q4 2021 | $1,158,000 | +22.9% | 28,041 | +35.2% | 0.11% | +17.5% |
| Q2 2021 | $942,000 | +17.5% | 20,733 | +13.1% | 0.10% | -10.2% |
| Q1 2021 | $802,000 | +14.2% | 18,327 | +10.1% | 0.11% | +4.9% |
| Q4 2020 | $702,000 | +62.1% | 16,640 | +40.4% | 0.10% | +45.1% |
| Q3 2020 | $433,000 | +10.5% | 11,853 | +1.1% | 0.07% | 0.0% |
| Q2 2020 | $392,000 | +47.9% | 11,724 | +26.4% | 0.07% | +16.4% |
| Q1 2020 | $265,000 | -51.2% | 9,277 | -38.7% | 0.06% | -25.6% |
| Q4 2019 | $543,000 | +59.7% | 15,126 | +52.5% | 0.08% | +15.5% |
| Q3 2019 | $340,000 | -43.2% | 9,916 | -42.4% | 0.07% | -10.1% |
| Q2 2019 | $599,000 | +71.1% | 17,209 | +76.4% | 0.08% | +1.3% |
| Q1 2019 | $350,000 | +19.0% | 9,757 | +7.3% | 0.08% | -1.3% |
| Q4 2018 | $294,000 | – | 9,089 | – | 0.08% | – |
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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% |