SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $319,646 | +50.1% | 9,698 | +41.6% | 0.10% | +41.8% |
Q3 2022 | $213,000 | -10.5% | 6,848 | 0.0% | 0.07% | -9.5% |
Q2 2022 | $238,000 | -10.2% | 6,848 | 0.0% | 0.07% | 0.0% |
Q1 2022 | $265,000 | -6.7% | 6,848 | 0.0% | 0.07% | -14.0% |
Q4 2021 | $284,000 | -2.4% | 6,848 | 0.0% | 0.09% | -9.5% |
Q3 2021 | $291,000 | -6.7% | 6,848 | 0.0% | 0.10% | +11.8% |
Q2 2021 | $312,000 | +4.0% | 6,848 | 0.0% | 0.08% | +1.2% |
Q1 2021 | $300,000 | +3.8% | 6,848 | 0.0% | 0.08% | -2.3% |
Q4 2020 | $289,000 | +15.6% | 6,848 | 0.0% | 0.09% | +7.5% |
Q3 2020 | $250,000 | +9.2% | 6,848 | 0.0% | 0.08% | 0.0% |
Q2 2020 | $229,000 | +17.4% | 6,848 | 0.0% | 0.08% | -1.2% |
Q1 2020 | $195,000 | -24.1% | 6,848 | 0.0% | 0.08% | -12.0% |
Q4 2019 | $257,000 | +9.4% | 6,848 | 0.0% | 0.09% | +2.2% |
Q3 2019 | $235,000 | -4.9% | 6,848 | 0.0% | 0.09% | -10.9% |
Q2 2019 | $247,000 | – | 6,848 | – | 0.10% | – |
Download |
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% |