SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $19,000 | -5.0% | 440 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $20,000 | -57.4% | 440 | -70.0% | 0.01% | -80.5% |
| Q1 2020 | $47,000 | -14.5% | 1,466 | 0.0% | 0.04% | -4.7% |
| Q4 2019 | $55,000 | +5400.0% | 1,466 | +3757.9% | 0.04% | +4200.0% |
| Q3 2019 | $1,000 | -75.0% | 38 | -63.5% | 0.00% | -75.0% |
| Q2 2019 | $4,000 | +33.3% | 104 | 0.0% | 0.00% | +100.0% |
| Q1 2019 | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | – | 104 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |