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 | $2,342 | +1.7% | 69,746 | +4.1% | 0.49% | -2.0% |
| Q2 2023 | $2,303 | +21.6% | 66,999 | +20.8% | 0.50% | +5.7% |
| Q1 2023 | $1,894 | +5.4% | 55,479 | +1.7% | 0.47% | -0.2% |
| Q4 2022 | $1,797 | -99.9% | 54,526 | +8.5% | 0.47% | +8.7% |
| Q3 2022 | $1,560,000 | -10.7% | 50,266 | +0.1% | 0.44% | -3.5% |
| Q2 2022 | $1,747,000 | -8.8% | 50,236 | +1.3% | 0.45% | -32.9% |
| Q1 2022 | $1,916,000 | -2.1% | 49,589 | +5.1% | 0.67% | +48.0% |
| Q4 2021 | $1,958,000 | +8.5% | 47,201 | +11.2% | 0.45% | -2.8% |
| Q3 2021 | $1,805,000 | -1.2% | 42,436 | +5.7% | 0.47% | -2.7% |
| Q2 2021 | $1,827,000 | +2.1% | 40,150 | -1.7% | 0.48% | +0.8% |
| Q1 2021 | $1,789,000 | +11.3% | 40,864 | +7.2% | 0.48% | -2.7% |
| Q4 2020 | $1,608,000 | +16.5% | 38,134 | +1.1% | 0.49% | -13.6% |
| Q3 2020 | $1,380,000 | +14.9% | 37,737 | +5.2% | 0.57% | +1.4% |
| Q2 2020 | $1,201,000 | +17.7% | 35,881 | +3.8% | 0.56% | -24.4% |
| Q1 2020 | $1,020,000 | -19.3% | 34,570 | +3.2% | 0.74% | 0.0% |
| Q4 2019 | $1,264,000 | +23.4% | 33,488 | +10.7% | 0.74% | -24.7% |
| Q3 2019 | $1,024,000 | – | 30,247 | – | 0.98% | – |
Download | ||||||
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% |