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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,463,455 | -29.7% | 43,594 | -28.0% | 0.87% | -18.3% |
Q2 2023 | $2,082,403 | +1.2% | 60,570 | +0.4% | 1.07% | -5.5% |
Q1 2023 | $2,058,636 | +3.5% | 60,317 | 0.0% | 1.13% | -1.7% |
Q4 2022 | $1,988,064 | +533.1% | 60,317 | +495.5% | 1.15% | +511.2% |
Q3 2022 | $314,000 | +406.5% | 10,128 | +468.4% | 0.19% | +408.1% |
Q2 2022 | $62,000 | -47.5% | 1,782 | -41.6% | 0.04% | -44.8% |
Q1 2022 | $118,000 | +118.5% | 3,050 | +134.6% | 0.07% | +116.1% |
Q4 2021 | $54,000 | -41.9% | 1,300 | -40.7% | 0.03% | -48.3% |
Q3 2021 | $93,000 | -57.5% | 2,194 | -54.4% | 0.06% | -57.7% |
Q2 2021 | $219,000 | -10.6% | 4,812 | -13.9% | 0.14% | -21.5% |
Q1 2021 | $245,000 | -19.4% | 5,591 | -22.4% | 0.18% | -19.2% |
Q4 2020 | $304,000 | +16.9% | 7,201 | +1.2% | 0.22% | +9.8% |
Q3 2020 | $260,000 | +32.0% | 7,113 | +28.6% | 0.20% | +50.0% |
Q2 2020 | $197,000 | +25.5% | 5,529 | 0.0% | 0.14% | 0.0% |
Q1 2020 | $157,000 | – | 5,529 | – | 0.14% | – |
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% |