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 | $207,362 | -2.4% | 6,177 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $212,365 | +0.7% | 6,177 | 0.0% | 0.08% | -3.7% |
| Q1 2023 | $210,821 | +3.5% | 6,177 | 0.0% | 0.08% | -4.7% |
| Q4 2022 | $203,594 | -5.3% | 6,177 | -0.2% | 0.08% | -9.6% |
| Q2 2022 | $215,000 | -10.0% | 6,188 | 0.0% | 0.09% | 0.0% |
| Q1 2022 | $239,000 | -7.0% | 6,188 | 0.0% | 0.09% | -4.1% |
| Q4 2021 | $257,000 | -2.3% | 6,188 | -0.0% | 0.10% | -16.2% |
| Q3 2021 | $263,000 | -4.7% | 6,189 | 0.0% | 0.12% | -7.1% |
| Q2 2021 | $276,000 | +1.8% | 6,189 | 0.0% | 0.13% | -8.7% |
| Q1 2021 | $271,000 | +3.8% | 6,189 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $261,000 | +12.0% | 6,189 | 0.0% | 0.14% | +2.9% |
| Q3 2020 | $233,000 | +3.1% | 6,189 | -0.3% | 0.14% | -6.2% |
| Q2 2020 | $226,000 | -4.6% | 6,209 | -1.3% | 0.14% | -14.2% |
| Q4 2019 | $237,000 | – | 6,291 | – | 0.17% | – |
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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% |