SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |