SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,253 | -1.1% | 7,246 | +1.2% | 0.02% | -4.2% |
| Q2 2023 | $246,063 | +5.1% | 7,157 | +4.3% | 0.02% | -4.0% |
| Q1 2023 | $234,200 | -69.5% | 6,862 | -70.6% | 0.02% | -72.8% |
| Q4 2022 | $769,022 | -4.6% | 23,332 | -10.1% | 0.09% | -11.5% |
| Q3 2022 | $806,000 | -62.1% | 25,963 | -57.5% | 0.10% | -61.8% |
| Q2 2022 | $2,124,000 | -10.0% | 61,075 | +0.0% | 0.27% | +16.7% |
| Q1 2022 | $2,360,000 | -26.3% | 61,073 | -20.9% | 0.23% | -30.7% |
| Q4 2021 | $3,203,000 | -4.2% | 77,198 | -1.8% | 0.34% | -18.0% |
| Q3 2021 | $3,342,000 | -12.7% | 78,583 | -6.6% | 0.41% | -19.4% |
| Q2 2021 | $3,830,000 | +11.0% | 84,180 | +6.9% | 0.51% | -3.2% |
| Q1 2021 | $3,449,000 | +855.4% | 78,771 | +819.8% | 0.53% | +734.9% |
| Q4 2020 | $361,000 | – | 8,564 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |